clients love: Online investment adviser Wealth Simple launched a socially responsible portfolio about three months ago, and since then roughly 10 per cent of the robo-adviser clients have signed up for that option, says founder and CEO Michael Katchen, according to The Toronto Star. It been hugely popular, says Katchen. By Alexandra Posadzki The Canadian Press Thu., July 14, 2016 Several startups in the financial technology sector have unveiled products or services in recent months that attempt to court millennials by appealing to their sense of social responsibility. Our clients love it. According to a report released last year by the Responsible Investment Association, more than $1 trillion of assets in Canada were being managed using at least one responsible investing strategy as of Dec. 31, 2013. Socially responsible investing, or ethical investing, is the marriage of personal ethics with finance, and it been growing in popularity in recent years, a trend believed to be fuelled partly by the values of millennial investors.
(news.financializer.com). As
reported in the news.
Tagged under clients love, robo-adviser clients topics.