Advisors, Make a Difference with Impact Investing

86 percent of Millennials* have an interest in socially responsible investing, and the majority say they would be twice as interested in investing in a stock or fund if it has social responsibility objectives. It’s a trend on the rise, and an important way advisors can make an impact with Millennials and other clients aiming to make a difference.

You can help clients navigate the burgeoning sustainable investing landscape. Learn more at this year’s Distinguished Advisor Conference, in a session entitled “Impact Investing.” Bonnie Foley-Wong (CPA, CA, CFA and author of Integrated Investing: Impacting Investing with Head, Heart, Body and Soul) will give you the tools you need to start having the right conversations with your clients.

Impact investing (or sustainable investing) refers to making investments that ultimately make a difference, socially or environmentally. There is a financial return for the investor, but they also contribute to positive change.

As we’ve outlined before, tailoring services to the Millennial niche market will be essential to advisors focused on future growth and success, particularly as they appear to have more wealth than assumed. Shifting focus to sustainable investment opportunities also allows advisors to make their own positive contribution to the world.

A couple of new studies show that this is a good move – particularly for those in the Toronto financial services sector (per a report commissioned by Toronto Finance International). It is clear that clients need advisors to guide them. According to Shroders Global Investment Study 2018, 53 percent of the world population have not yet made a sustainable investment, despite interest, because of lack of information and understanding.

Bonnie says, “The key is providing a positive screen to investment activities that make an impact and provide financial returns.” Learn more about the “whys and hows” from the dynamic leader of a Canadian impact investment and management firm that is a ground-breaker in its field.

According to a report by Morgan Stanley*

Stay tuned to KBR for additional DAC speaker features! Read more about the importance of other sessions featured at DAC, and their connection to today’s news highlights, in our previous features:

• Christina Fazio: “Communications Strategies: Transparency vs Reputational Risk”
• Helene Chatelain: “The Secret to Engaging Millennials”
• Caroline Ouellette: “Thought Leadership from on Olympian: Diversity and Inclusion in the Workplace”
• Dean Smith: “Know Your Cross-Border Client: Avoiding Tax Consequences and Liabilities”
• Dr. Michael Geist: “Cyber-Attacks Increase 80%: Dr. Michael Geist Addresses the Risk at DAC”
• Dr. Jack Mintz: “DAC 2018: Dr. Jack Mintz to Address Canada’s Competitiveness”
• Sophie Orru: “Thank You to Our DAC Partner: Franklin Templeton Investments”

Sign up online for the unique networking experiences and activities also offered at DAC!

Additional educational resources:

Knowledge Bureau has unveiled a brand new designation that can help you guide clients in making a difference! Learn more about our exciting partnership to create the MFA™ Strategic Philanthropic Services Specialist designation.

COPYRIGHT OWNED BY KNOWLEDGE BUREAU INC., 2018.
UNAUTHORIZED REPRODUCTION, IN WHOLE OR IN PART, IS PROHIBITED.