Author: Cambridge Investment Research
These days more of your clients are likely showing interest in environmental, social, and governance (ESG) investing, and that trend shows no signs of slowing. Especially as the Millennial demographic controls an increasing share of wealth, investors want to align with companies who share similar values and societal views. They also demand more transparency as they look for positive societal impact.
Download this white paper now to understand the benefits of ESG investing, while debunking many of the common criticisms around it. You will learn:
- Ways to identify client values by initiating the right conversations
- What to look for when constructing an ESG-focused portfolio
- Different asset allocation strategies
- And more…
As more clients care about where you are putting their money, make sure you’re ready to answer the call to ESG investing.