A missed connection

If you’re not discussing Responsible Investing with your clients, are you at risk of losing those relationships to someone who will?
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41 percent

HNW advisors who do not currently use ESG/SRI investments and have no plans to use them 1


72 percent

HNW investors who invest or are interested in impact investing and have not discussed it with their advisor 2





Sources:
1. Cerulli Associates in “Understanding the Affluent and High-NetWorth Market,” Investments & Wealth Research Focus Research Series, Issue 5, 2018, Investments & Wealth Institute.

2. U.S. Trust. 2017 U.S. Trust Insights on Wealth and Worth® Survey, Detailed Findings, page 72.