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The investor's Rubicon - The value of moral fit in investment services

In our third paper on goal-based investing, we argue that non-monetary aspects must also be considered to create a genuine ‘person-investment fit’. Our research not only reveals that most people want to align investments with their moral compass, we also found that they are specific about WHAT is important to them in this respect.
The investor's Rubicon - The value of moral fit in investment services
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Thank you for your interest If the white paper does not open automatically, please click here to see it. In this whitepaper, we showed that moral fit is no longer a fringe benefit for a niche segment; it is a significant component of a hyper-personalized investment service for a mass audience. We hope you find this insight useful. Do not hesitate to send us an email on hello@investsuite.com should there be any questions.
INTERACTIVE GRAPH

Find out which investment goals and motivations are prioritized by different subsets of retail investors on this page: Goal-based investing - Part 1: Setting investment goals.