Financial Advisors Agree: Millennials, Women, and College-educated Investors are Top Three Groups Driving the Availability of Impact-Investing Choices
COLORADO SPRINGS (October 28, 2015) —“Impact investing” is a hot topic in the financial world today. Already, 39 percent of surveyed financial professionals say they are offering such choices to clients and another 15 percent plan to do so in the new future, according to “The SRI Conference Survey on the Views of Financial Professionals About Impact Investing” released today by First Affirmative Financial Network, producer of The SRI Conference taking place next week, November 3–5, 2015 at The Broadmoor in Colorado Springs, Colorado (http://www.SRIconference.com). The SRI Conference will focus on issues for financial professionals and investors grappling with impact investing.
Available online at http://www.sriconference.com/impactinvestingsurvey, the First Affirmative survey is based on 508 responses to an online survey of financial professionals not usually identified as SRI practitioners. The survey was conducted between September 25 and October 19, 2015. Key survey findings include the following:
Commenting on the survey findings, First Affirmative Financial Network President, Steve Schueth, said: “The survey’s findings show that the financial world is adjusting quickly to accommodate retail investor demand for impact investing. It is encouraging to see so many so-called ‘mainstream’ financial advisors embrace the notion that their clients can do well and do good at the same time. Only a few years ago investing for impact was the exclusive province of investment professionals who specialized in SRI—Sustainable, Responsible, Impact investing. The reason for this encouraging trend is pretty clear: A new generation of Millennials, women, and college-educated investors are demanding positively impactful investment strategies.”
Other key findings from “The SRI Conference Survey on the Views of Financial Professionals About Impact Investing” include the following:
ABOUT THE SRI CONFERENCE
Now in its 26th year, The SRI Conference (http://www.sriconference.com/) will take place November 3–5, 2015 at The Broadmoor Hotel in Colorado Springs, Colorado. Leaders in the philanthropy and foundation worlds are invited to participate in the largest, longest-running annual meeting of responsible investors and investment professionals. Registration is available at https://www.eventsforce.net/fafn/frontend/reg/thome.csp?pageID=971&eventID=5&eventID=5
Conference participation is open to investment professionals, institutional investors, and related organizations and individuals who are working to direct the flow of investment capital in more positive, healthy, transformative ways—toward the creation of a truly sustainable future. The conference experience features an outstanding series of educational sessions and a focused opportunity to network with hundreds of like-minded individuals, organizations, and industry leaders.
ABOUT FIRST AFFIRMATIVE FINANCIAL NETWORK
First Affirmative Financial Network, LLC (http://www.firstaffirmative.com) is an independent Registered Investment Advisor (SEC File #801-56587) offering investment consulting and asset management services through a nationwide network of investment professionals who specialize in serving socially conscious investors. First Affirmative produces The SRI Conference (http://www.SRIconference.com).