The number one expectation Australians have of financial advisers is to be knowledgeable about responsible investment, overtaking the prioritisation of investment returns.
74% of Australians would consider moving to another provider if they found out their current fund was investing in companies engaged in activities not consistent with their values.
The vast majority of Australians want the finance sector to act on climate change (five out of six).
Australians are increasingly concerned about social and not just environmental issues when investing. For three-quarters of Australians, social issues are important when they think about investing their money.
72% of the population is concerned that responsible investors engage in greenwashing.
Consumers still seek independent certification or labelling. Threequarters of the population is more likely to invest in responsible investment products that have been certified or labelled as responsible by an independent third party.
Source: RIAA 2022 Consumer Report
Discover a client's preferred investing beliefs.
Input your client's preferences to the product search tool, finding appropriate products for their portfolio.
Select the products you wish to use, model them in the portfolio construction tool and assess RI characteristics using ERIG Index scores and Quartile Rankings.