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Shareholder Values

"Forty-five percent of U.S. households prefer an environmental, social and governance (ESG) approach to investing… Among those between the ages of 30 and 39, this increases to 64%, and for those younger than 30, it is 67%."
-- Cerulli Associates
    October 2018

"While 77% of respondents said they want their financial services provider to inform them about responsible investments that are aligned with their values, only 27% said they had ever been asked if they were interested."
-- Responsible
    Association (RIA)
    December 2021

"70% of people [in UK] want to invest ethically but the financial services industry is failing to respond." Referencing research by Abundance.
-- Acquisition
(UK) June 2015

August 12, 2008

Advisor: KNOW Your Client.
Know their values!

by Ron Robins*

This editorial is of particular interest to investment and financial advisors.

A U.S. survey by Allianz Global Investors early in 2008 showed that half of all investors were planning to invest in environmental funds in the following twelve months; in May a U.K. survey by F&C Investments found about 88% of respondents felt that it was important for companies to take environmental, social and governance issues seriously. To benefit from these trends, an astute advisor will want to truly know thy client, implementing policies and activities that particularly cater to their clients′ personal values.

As an advisor, ask yourself:

  • Do you want your clients learning about ethical investing, green funds, etc., from another advisor?
  • Do you want the risk of giving inappropriate advice to your clients by not knowing their personal values?
  • Do you want to gain a competitive edge vis-à-vis other advisors?
  • Do you want clients who are stable and less volatile when markets go awry?
  • Do you want more satisfied clients providing even more referrals to you?

For advisors new to ethical investing, green funds, socially responsible investments, etc., the work to become familiar with these areas may appear daunting. However, there is lots of help out there for you. To begin with, take the free online course for financial advisors offered by the UK Social Investment Forum. Though oriented to British advisors, it offers valuable information and assistance for advisors everywhere.

In addition, advisors can find help from the following organizations. In the...

Also, here at Investing for the Soul, I now offer the following uniquely valuable services for advisors: workshops to orient you and your team to personal values investing; tutorials in finding and evaluating stocks that reflect personal values; a company research service; and portfolio audits that ensure holdings are in compliance with the owners′ personal values.

This is a new era for advisors. The rule, know your client, now means much, much more than before. A paradigm shift is occurring in what clients want. Are you ready for them? This site is here to help you.

© Ron Robins, 2008

* Ron Robins, MBA, is founder and analyst, Investing for the Soul, (http://investingforthesoul.com/), Huntsville, Canada. He advocates, writes and teaches on the subject of ethical investing. To contact him, e-mail to Ron Robins or call 705-635-3034.

© Ron Robins, 2008.

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Disclaimer: This website does not make investment recommendations. Nothing in this site should be interpreted as a recommendation or solicitation to buy/sell any securities or investments. Investing for the Soul is a source of general information and resources for ethical investing and socially responsible investing (SRI). Investors should consider their actions thoroughly and consult their financial advisers and other professionals, prior to taking any investment action. This website does not necessarily agree with the opinions expressed in articles on its pages or offered on the web pages to which it might be linked. Such opinions are the responsibility of the writers themselves. Furthermore, this site does not offer or provide any warranties, representations, guarantees, implied or otherwise, as to the accuracy, legality, copyright compliance, timeliness or usefulness of the information, materials or services on this, or other sites, to which it is linked. Also, Mr. Ron Robins is not an investment advisor, nor is he licensed with any professional investment related body, and thus is not able to, nor does he make, any investment recommendations.


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