June 12, 2017
By: Dustyn Lanz
In his latest column for Investment Executive, RIA COO Dustyn Lanz shares some of the findings from the 2017 RIA Investor Opinion Survey and discusses how the results point to a major opportunity for investment professionals.
“If given the choice, Canadian investors would prefer to invest in companies that not only make a profit, but make a difference. That’s one of the conclusions from the 2017 RIA Investor Opinion Survey, which provides new insights into individual investors’ interest in responsible investing (RI) and points to tremendous potential for financial advisors who are willing to leverage RI as a business-building opportunity.“
“It takes a relatively small pivot for advisors to incorporate RI into their businesses once they recognize how RI contributes to core values of trust, fiduciary responsibility, transparency and engagement between an advisor and a client. Equally important is recognizing how RI can strengthen investment risk mitigation as well as contribute to stronger long-term returns and greater investment differentiation and diversification.“
Read the full article here.