“GenderSmart recently created an investor toolkit that applies an impact lens of justice, equity, diversity and inclusion (JEDI).

Financial advisors should note that 35% of clients who have sustainability goals are looking to switch wealth managers in the next three years, over twice as many as among clients without sustainability goals (15%).”

[COMMENTARY]In studies looking at the investment goals of women and younger people, many are seeking to move their money (much of it inherited) to advisors who cater to clients with ethical and sustainability investment goals.
Will Financial Advisors Need to Become JEDI Masters to Retain their Clients? by Andrea Longton, March 7, 2022, Wealth Management, USA.