Taking a psychometric approach to sustainable investing commitment

A review of clients’ views on sustainability

clock • 4 min read

Louis Williams crunches Dynamic Planner data on attitudes to sustainable investing with interesting results...

The publication of the regulator's Sustainability Disclosure Requirements (SDR) highlights that in 2024 there will be a greater emphasis placed on helping clients navigate the market for sustainable investment products. The Financial Conduct Authority's (FCA) most recent financial lives survey (FLS) indicated that 81% of consumers want their money to do good as well as deliver a return. It is, however, difficult to make conclusions from this statistic without exploring a variety of factors associated with sustainable investing, views from the general public may also differ to advised ...

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