Satisfying Clients’ Demands for Sustainable and ESG Investing 80% of Registered Investment Advisors (RIAs) say client demand is the primary reason for incorporating sustainable investing strategies into practices and client portfolios. However, 40% don’t feel comfortable making recommendations due to lack of coherent information (SEI, 2021). Bridging this gap with technology ensures alignment between a client’s values and their portfolios and gives RIAs valuable information to improve client retention, client growth, and new client acquisition – in addition to providing differentiation in the market from uninformed investment advisors. This session will explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients. Learn how data science and leveraging evidence-based research will help RIAs: Communicate sustainability investment themes and strategies specific to any individual client’s needs, understanding his/her goals and values and tying those to his/her family’s investments. Engage with clients on sustainability risks and the impact of their investments through concrete, reliable data and clear, simple reports. Construct portfolios that align with the key themes that matter most to clients. Comply with regulatory requirements from disclosures to authority reporting. CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | 