Not all clients want responsible investments, but asking can be a way to deepen relationships
A survey from the Responsible Investment Association shows more advisors should be initiating discussions about sustainable investments
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Open this photo in gallery:The survey found almost all clients who own responsible investments plan to maintain or increase their allocations, potentially making it easier for advisors to retain these clients.MTStock Studio/iStockPhoto / Getty ImagesShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountAt a time when advisors are feeling pressure from artificial intelligence and do-it-yourself investment platforms, many are missing an easy opportunity to deepen relationships with clients.For the 10th time, the Responsible Investment Association (RIA) asked Canadian investors for their opinions about responsible investing (RI).
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Excerpt limited to ~120 words for fair-use compliance. The full article is at The Globe and Mail.