Our Insight Papers

Original insights to inspire and challenge your thinking about advice transformation and personalization

Purposefully Personal:
Crafting a High Growth ESG Client Experience

Sustainable investing has experienced a meteoric rise, touching all aspects of the investment market. Wealth managers, asset managers, and those in the robo-advice business need to be on top of this trend today to excel in coming years. But current tools for understanding investors’ sustainable investing profile are insufficient.

A glance inside our Purposefully Personal ESG insight paper:

A different approach to client profiling is needed for those advisors looking to differentiate and personalize their sustainable investing value proposition.
The advisors that emerge on top through the ESG boom will rely on profiling methods that sit at the intersection of decision science, behavioral economics and human-centered design.

Download our ESG Insight Paper

Additional insight papers