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Are You Talking To Your Clients About Socially Responsible Investing?

If you’re not, you may want to consider it. Many investors are looking to make sense of the current turmoil in the U.S. and investing with their conscience can often help.

2020 has brought great uncertainty.

Pandemic, wildfires, racial equality… these are just a few of the issues at hand for investors in 2020. 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:

Are we at an inflection point for sustainable investing?

Are ESG factors more important than ever?

Q&A: Introducing SRI to prospective advisory clients

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Tuesday, 17 November 2020 13:02

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