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.
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]. AdvisorAnalyst.com
You may safely unsubscribe at anytime by following the 'Unsubscribe' link found immediately below this message.
All material and information in this message are provided solely for informational purposes and do not constitute any form of counsel regarding any specific facts or circumstances pertaining to the materials and information.
You are receiving this email from AdvisorAnalyst.com either because you opted-in to receive this email, or have a prior existing relationship with AdvisorAnalyst.com. AdvisorAnalyst.com is a Canadian online magazine and resource for professionals in the wealth management industry.
Our mailing address is:
AdvisorAnalyst Group, Inc.
© 2018 AdvisorAnalyst.com. All rights reserved
|