Yearly, WealthManagement.com surveys advisors on their angle towards socially accountable investing, and yearly, we're left with the conclusion that advisors are lukewarm on the funding type.
The info means that advisors who're inclined to make use of this type of investing are already doing so, and if an advisor just isn't investing this fashion for shoppers at present, there's little likelihood they anticipate altering their thoughts sooner or later. Most say they might supply these sorts of investments to shoppers if shoppers requested, however they don't seem to be asking. After all, shoppers might not know to ask with out the advisor educating them on the subject.
We surveyed advisors over the month of June, garnering 409 accomplished questionnaires. Advisors surveyed are 53 years previous, with a median tenure of 17 years within the monetary companies trade, $170 million in AUM and simply over 200 shoppers.
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