2020 brought great uncertainty. While some things have improved, 2021 has't gotten much better.
Pandemic, wildfires, racial equality… these are just a few of the issues that came up in 2020. 2021 has shown some improvement as vaccines have rolled out albeit not as fast as most would like. Our friends at Newsday discussed investor reactions to the current environment. They report many are evaluating and re-evaluating just about everything including their investing.
They’re taking a hard look at where and how they’re investing, and in many cases are making adjustments so their investments align with their values.
Your clients may be feeling similar. As you meet with clients and review portfolios it might be time to discuss socially responsible strategies.
Not sure where to start? We’ve got a few resources that might help: