80% of Registered Investment Advisors (RIAs) say client demand is the primary reason for incorporating sustainable investing strategies into practices and client portfolios. However, 40% don’t feel comfortable making recommendations due to lack of coherent information (SEI, 2021). Bridging this gap with technology ensures alignment between a client’s values and their portfolios and gives RIAs valuable information to improve client retention, client growth, and new client acquisition – in addition to providing differentiation in the market from uninformed investment advisors.
This session will explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients. Learn how data science and leveraging evidence-based research will help RIAs:
- Communicate sustainability investment themes and strategies specific to any individual client’s needs, understanding his/her goals and values and tying those to his/her family’s investments.
- Engage with clients on sustainability risks and the impact of their investments through concrete, reliable data and clear, simple reports.
- Construct portfolios that align with the key themes that matter most to clients.
- Comply with regulatory requirements from disclosures to authority reporting.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Diego Candida, CFA
Global Head of Client Services
Clarity AI
Kimberly Venable
Senior Business Developer
Clarity AI
