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How to Talk to Investors About Sustainable Investing

As sustainable investing becomes more common, it is important that industry professionals are able to effectively introduce and talk about the subject with clients. This is no easy task, as sustainable investing is multidimensional, with novel nomenclature and lacking industry-level consensus around its core features.

The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.

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About the Authors

Samantha Lamas

Senior Behavioral Researcher
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Samantha Lamas is a behavioral researcher at Morningstar. She is a recipient of the Montgomery-Warschauer Award for her research in financial planning.

Lamas' research focuses on investor engagement and the factors that drive people's decision-making about investing and money. Her work delves into how people think about their financial goals, what they look for when seeking financial advice, and what kinds of mental shortcuts people use when making decisions about their personal finances.

Lamas joined Morningstar in 2016 as a product consultant working directly with the individual investor and advisor audience segments before moving into a research role.

Lamas holds a bachelor's degree in business with a concentration in finance from Dominican University. Follow Lamas on Twitter at @SamanthaLamas4 and on LinkedIn.

Email Samantha at Samantha.Lamas@morningstar.com.

Ryan Murphy

Global Head of Behavioral Insights
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Ryan O. Murphy, Ph.D., is the global head of behavioral insights for Morningstar's Investment Management group, a unit of Morningstar, Inc. Murphy's research is interdisciplinary, bringing together methods from experimental economics, cognitive psychology, and mathematical modeling. The focus of his research is to better understand how people make decisions, especially about risk, money, and investing. His current work centers on measuring people's preferences, goal-centric investment planning, and developing methodologies and frameworks that improve decision quality.

Before joining Morningstar in 2016, he was the chair of decision theory and behavioral game theory at the Federal Institute of Technology in Zurich and a visiting professor at the University of Zurich's economics department. Previously, he served as associate director of the Center for Decision Sciences at Columbia University in New York. Murphy has published extensively regarding human decision-making and has won the Montgomery-Warschauer Award for his research in financial planning.

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