September 27, 2018
A suite of educational resources for engaging clients on sustainable investing
Ignore ESG at Your Own Risk
Do you look at environmental, social and governance (ESG) factors when building a portfolio?
45 percent of advisors overlook these factors.
This statistic shows the registered investment advisor (RIA) industry is not keeping up
with what investors want. A 2017 Morgan Stanley study found that 75 percent of the
overall population was interested in ESG investments, while 86 percent of Millennials
were interested and 38% were very interested in this approach to investing.
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