5 Tips to Help RIAs Talk with Clients about Impact Investing

June 2018 | ESG investing

2018.06-RIATips-InteriorWith tremendous growth in SRI, ESG and Impact Investing, many RIAs are only scratching the surface of how impact can enhance client relationships and grow their business. As more clients look to align their portfolios with their values, are your clients embracing impact investing? Do you know if they are interested? Do you feel empowered to have those conversations with them?

You know your clients very well, and certainly you know what is important to them from a financial perspective. Perhaps it’s time to have the conversation about their values.

Many of our investors ask us: How do we approach more clients about impact investing and start the conversation?

We compiled a few questions to help get you started:

  1. What are your values?
  2. Do you support or volunteer at any charities?
  3. What is important to you?
  4. Do you serve on any non-profits or foundations?

For new clients, maybe add another line to your questionnaire:

  1. Are you interested in aligning your investments with your values?

Want to ask more questions about this topic? Schedule a call with our Chief Investment Strategist, Kristin Fafard, CFA. Before joining CCM, Kristin was the CIO at well-respected RIA firm Federal Street Advisors where she spearheaded the roll-out of their impact investing platform. She’s happy to share her insights from the front lines.


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