ESG investing is on the rise, but advisors are cautious of having values-based conversations. Behavioral profiling solutions are needed for advisors to navigate these nuanced conversations.
We estimate that 55% of investors have a mismatch between their ESG preferences and portfolio – a clear opportunity for advisors to sharpen their pencils when profiling clients about ESG.
Here's our take on building a personalized (and differentiated!) sustainable investing experience for clients. It's a spot where, in our view, wealth management firms are falling short.