“Investors in sustainable funds are typically driven by their values, invest for the long term, and seem to be more willing to ride out periods of bad performance," Morningstar says.
The current crisis has reinforced the importance of trust and transparency across the wealth management industry. Join this webinar to learn how COVID-19 has impacted wealth management firms and how SEC Reg BI is reshaping how advisors and firms engage with their clients. Tuesday, May 19, 2020 | 2:00 PM EDT