{"id":94866,"date":"2024-10-18T13:13:27","date_gmt":"2024-10-18T17:13:27","guid":{"rendered":"https:\/\/www.riacanada.ca\/?p=94866"},"modified":"2025-04-01T19:31:28","modified_gmt":"2025-04-01T23:31:28","slug":"the-ri-opportunity-for-advisors","status":"publish","type":"post","link":"https:\/\/www.riacanada.ca\/wordpress\/magazine\/the-ri-opportunity-for-advisors\/","title":{"rendered":"The RI Opportunity for Advisors"},"content":{"rendered":"\n

In 2023, 65% of surveyed Canadian investors<\/a> expressed interest in responsible investment (RI), and two-thirds of respondents (67%) would like their financial services provider to inform them about RI options that are aligned with their values. However, only one third of those surveyed reported that their advisors are initiating discussions around RI, indicating a significant service gap. Year after year this service gap persists, leaving a full third of investors eager to speak to a financial service provider about responsible investing. With such clear client demand, why are so many financial advisors sitting on the sidelines of responsible investment?<\/p>\n\n\n\n

The RIA\u2019s 2024 Advisor RI Insights Study<\/a> set out to find out. Here are some of the key findings:<\/p>\n\n\n\n

\u2013 Reasons not to offer RI centre around a lack of knowledge and resources, or a perceived administration burden. Product availability is not a barrier.<\/p>\n\n\n\n

\u2013 Advisors\u2019 education and knowledge of RI are tightly linked to their overall use of RI. The more confident they are about RI, the more extensively they will use it in their practice.<\/p>\n\n\n\n

\u2013 Advisors rely on investment companies \u2013 especially wholesalers \u2013 for information, and will likely turn to them with questions when introducing or increasing their RI usage.<\/p>\n\n\n\n

\u2013 Investor demand is driving advisor adoption.<\/p>\n\n\n\n

\u2013 Nearly 90% of RI users anticipate the growth of RI over the coming years, and non-users are open to using RI.<\/p>\n\n\n\n

This means that financial advisors who learn to engage clients on ESG topics and RI strategies stand to gain tremendously.<\/p>\n\n\n\n

Client and Advisor Fulfillment Gaps<\/h3>\n\n\n\n
\"\"<\/figure>\n\n\n\n
Source: 2024 Advisor RI Insights Study \u2013 Topline Report<\/h5>\n\n\n\n

How can we drive greater adoption of RI at the retail level? It will take a 360-degree approach, from advisors informing themselves and servicing their clients based on needs and priorities, to fund manufacturers and wholesalers providing the needed support.<\/p>\n\n\n\n

It is clear that the more RI knowledge an advisor has, the better positioned they are to serve their clients\u2019 ESG-related needs and narrow the RI service gap. These recordings<\/a> from the 2024 Advisor RI Bootcamp present an excellent jumping off point for anyone looking to learn about leading responsible investment products from the portfolio managers and analysts behind them.<\/p>\n\n\n\n

And if you would like to learn more about RI assets and trends in Canada, be sure check out the virtual launch<\/a> of the 2024 Canadian RI Trends Report on November 19th<\/sup>.<\/p>\n\n\n\n

The opportunity is there \u2013 but it is incumbent on all of us to play our part in closing the RI service gap.<\/p>\n\n\n\n

For more information about the 2024 Advisor RI Insights Study, contact membership@riacanada.ca<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

In 2023, 65% of surveyed Canadian investors expressed interest in responsible investment (RI), and two-thirds of respondents (67%) would like their financial services provider to inform them about RI options that are aligned with their values. However, only one third of those surveyed reported that their advisors are initiating discussions around RI, indicating a significant […]<\/p>\n","protected":false},"author":7472,"featured_media":94893,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"acf":[],"yoast_head":"\nThe RI Opportunity for Advisors - Responsible Investment Association<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.riacanada.ca\/wordpress\/magazine\/the-ri-opportunity-for-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The RI Opportunity for Advisors - Responsible Investment Association\" \/>\n<meta property=\"og:description\" content=\"In 2023, 65% of surveyed Canadian investors expressed interest in responsible investment (RI), and two-thirds of respondents (67%) would like their financial services provider to inform them about RI options that are aligned with their values. 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