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?

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

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.