By Kevin Jarussi, Director of Business Development at Ethos
“Our climate is sick and needs urgent care” reads the Guardian article from Monday, May 17th 2021. This quote comes from a piece discussing part of Greenland’s ice sheet melting at an alarming rate.
Over the last decade (and more) we have seen global temperatures rise, natural disasters increase in intensity and frequency, and polar ice caps continue to melt. Then 2020 arrived and brought an unexpected pandemic which forced a worldwide economic shutdown, highlighting pressing social and environmental issues.
If there is a silver lining to last year it is that investors are becoming more concerned with ESG (Environmental, Social and Governance) issues as they craft their investment strategy. A July 2020 survey by BNP Paribas showed that while 81% of respondents already employ ESG criteria in part of their portfolio, a further 16% plan to do so.
As a financial advisor, how do you talk to your clients about ESG investing and how their money can help address urgent issues such as climate change and inequality?
At Ethos we are seeing an uptick in advisors looking to build the skill set needed to engage investors in conversations about climate, economic imbalances, and more. We see people becoming more passionate about where they put their money.
Our platform uses a unique, values-based assessment designed to help financial advisors and wealth managers craft an investment strategy that aligns with their clients’ interests. As investors express increased interest in ESG considerations we want to empower you with a transparent, client-friendly tool to help you guide them.
We invite you to join us on Thursday, May 27th, at 10:00 to 10:30 EST as our founder Luke Wilcox discusses ways to talk to your clients about cause-based investing.