Understanding your clients’ social preferences is pivotal to retaining and capturing their walletshare over the next decades.
Fiduciary “Best Interest” Accounts for Plan Participants’ Risk Preferences – Shouldn’t It Also Justify ESG Preferences?Patrick Spenner2022-01-10T23:25:08+00:00
Capital Preferences has posted a comment to the SEC regarding a proposed rule change that would allow pension plan operators include ESG funds in their fund lineups.
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.
ESG investing presents a new form of social capital for firms. Clients who receive a strong ESG investing experience are more likely to promote their advisors, add AUM, and refer friends.
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.
Clients are confused about sustainable investing terms and concepts. Is your ESG web experience pulling clients in or pushing them away?