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Gateways to Impact: Industry Survey of Financial Advisors on Sustainable and Impact Investing

Gateways to Impact

Gateways to Impact, a report launched by the Calvert Foundation and funded by The Rockefeller Foundation, shows that an overwhelming majority of financial advisors see sustainable investments as an opportunity to grow their practice.

The report is based on a nationwide survey of 1,065 financial advisors currently managing client money. The report provides financial services firms with key insights into the demand among financial advisors for sustainable investment information and products. It offers an overview of financial advisors’ readiness to advise their clients on sustainable investments, and recommends how wealth management and financial services firms can better support their advisors and clients.

download the full report
visit the report's website