The way advisers broach the topic of impact investing could have an effect on how receptive clients are to the idea, says EQ Investors' Damien Lardoux
The balanced, positive impact and multi-index portolio manager reckons advisers can be too negative in their approach when talking to clients about ethical investing. He says most advisers have a question at the bottom of their fact find that asks clients if they have any ethical preferences. Lardoux argues this could be interpreted as asking "are there any sectors you would like to exclude?", which he believes is a negative way of asking the question. "The advisers we work with turn the question in a different manner, saying ‘If you don't have to compromise on your financial retu...
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