How personalizing sustainable investments can shape the future of finance

Aug 27, 2021

Woman holding green sapling in her hands.

Retail investors are interested in sustainability but lack the knowledge to make informed decisions. Image: Unsplash..

Simon Smiles

Former Group Managing Director, UBS Wealth Management

Rodrigo Tavares

Founder and President, Granito Group

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Image: CFA Institute report: Future of Sustainability in Investment Management

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— Simon Smiles and Rodrigo Tavares.

Table 1. Example of how packaged food consumers are provided with standardised, consistent tables including calories, fat, carbohydrates, protein, and salt.

Table 2. Example of the “Key Sustainability Components” which could be shown for every investible public and private company.

Table 3. Example of mass “personalized” advisory implementations, covering bonds and equities, could combine each individual investor’s preferences across all 5-10 standardised, simplified measures.

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