Table of Contents:
The growing importance of sustainability in investments
In recent years, sustainability has become a central theme in the investment world. However, despite the increase in interest, many investors continue to perceive sustainable products as less performing than traditional ones. This skepticism emerged from a recent survey conducted by CONSOB, which analyzed the relationship between investors and financial advisors, with particular attention to ESG (environmental, social and governance) investments
.
The information gap between advisors and investors
The CONSOB report revealed that only 31% of investors who use an advisor received proposals for sustainable investments. In addition, only 20% of advisors asked their clients about their level of knowledge regarding sustainable finance. These data highlight a significant information gap that could hinder the adoption of more responsible investment practices
.
The active role of consultants in promoting sustainability
It is crucial that financial advisors actively engage in understanding and responding to the sustainability needs of their clients. Providing a clear illustration of the sustainable products available and supporting investors in acquiring information on the environmental and social outcomes of their investments is essential. Not only does this help reduce the risk of greenwashing, but it also strengthens investor confidence in
advisors.
Financial education and sustainability
Another crucial aspect that emerged from the report is the importance of financial education. Consultants have a responsibility to educate their clients about the opportunities and risks associated with sustainable investments. A greater exchange of information and more open communication can improve the relationship between advisor and client, leading to more informed and informed investment decisions
.
Conclusion: a sustainable future through consulting
In summary, the CONSOB report highlights how proactive and informed financial advice can play a fundamental role in promoting sustainable investments. Stimulating questions and providing clear answers not only improves the quality of the dialogue between advisors and investors, but it also helps to build a more sustainable future for everyone
.
