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Impact Investing: A Short Guide for Financial Advisors

Impact Investing: A Short Guide for Financial Advisors

The impact investing market grew from $502 billion in 2018 to $1.16 trillion in 2021, yet only 56% of investors said their financial advisors asked about their impact goals. In today’s environment, talking about financial performance alone isn’t going to capture a client’s attention. This guide is meant to help Financial Advisors leverage impact investing better, so they can seize the opportunity to support their clients in their sustainable investing journeys.