Our in-depth conversation with Desjardins' Responsible Investing thought leaders..
 
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Insight is Capital Ep. 67 Deborah Debas, Pasquale Posteraro, and Nicola Fritz

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Ep. 67 Clients Expect Advisors to Be Proactive and Fluent on Responsible Investing

Our conversation with three of Desjardins' thought leaders on responsible investing, Deborah Debas, Senior Responsible Investing Specialist at Desjardins, Pasquale Posteraro, Portfolio Manager, Equities, at Desjardins Global Asset Management, and Nicola Fritz, Portfolio Specialist, IMPAX Asset Management.

 

We discuss three fundamental investment dimensions of responsible investing through the ESG lens: Risk, Reward, and Impact. 

 

Current research shows that two-thirds1 of retail investors are wanting to make sure their investments have more meaningful impact, but that only a small minority of 16 percent2 of advisors are being proactive with their clients about ESG and responsible investing.

 

Clients expect their advisors to be proactive, and fluent, about responsible investing.

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Notes:

1 https://www.riacanada.ca/research/2020-ria-investor-opinion-survey/

2 Étude 2018 sur l’investissement responsable. [Survey of 2,212 Canadian respondents, including 1,214 from Quebec]. SOM Survey for Desjardins Investment inc., September 2018 [internal document].

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