How Advisors Can Help Clients Invest Sustainably in Retirement Accounts
Don’t let limited plan options prevent clients from investing the way they want.
“Sustainable investing” is an umbrella term for lots of different strategies. Institutional investors call it ESG; retail investors might see it labelled as “impact investing” or SRI (socially responsible investing). Whatever the epithet, sustainable investing has arrived as something everyone should consider on their journey toward investing success, and understanding how to evaluate and when to incorporate sustainability factors into the investing process is an opportunity to find new ways to add value and find that success.
But like any new investing trend, sustainable investing can also lead to overpricing, exaggerated values, and predatory sales and marketing practices.