3-months out from EU regulatory mandates, only 25% of advisors ask about clients’ sustainability preferences. Time to speed it up…but for the love of clients, not with a new questionnaire.
We ran a webinar series with MSCI sharing insights and a roadmap for crafting a high-quality SI experience. In this post, we cover highlights and include replay links.
Only 1/6 of investors interested in sustainable investing (SI) receive a high-quality SI experience. Those who do reward advisors with higher advocacy, AUM growth and referrals.
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.