Alternative Investments

What is Your ESG IQ?

Alice Wilson May 22, 2024

Are you tuned in to what the new generation of investors cares about?

For Millennials and Gen Z, ESG (Environmental, Social, and Governance) isn’t just a catchy or fashionable buzzword.

ESG considerations now make up the core of what the new generation of wealth builders care about.

As a wealth manager, family office, or registered financial advisor, understanding and integrating ESG principles into your offerings is core to keeping your business profitable.

This generation is pushing for investments that reflect their environmental and social values, and they’re ready to back this up with their dollars. Pounds. Yen. Bitcoins.

If you’re not proactively offering ESG-focused options, you could be missing out on major opportunities.

Today’s investors are looking for advisors who not only understand ESG but can actively demonstrate how it’s woven into their investment strategies.

Don’t fall behind in meeting the demands of these conscientious investors.

Take our 7-question quiz now to discover how well you’re meeting the needs of Millennials and Gen Z investors. Make sure you’re not leaving money on the table.

 

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