Impact investing—the practice of making purposeful investments to achieve certain social or environmental benefits—has become increasing popular in recent years, particularly as there are generational shifts in wealth from Baby Boomers to Gen Xers and Millennials. However, despite its growing popularity, impact investing is still a new concept for many investors—and their advisors.
Our recent survey aimed to understand how advisors counsel clients on impact investing strategies. This report highlights how advisors are approaching the impact investing conversation with clients—and where further opportunity may lie.
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