Library

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

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

Whitepaper

Jul 1, 2022

Library

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

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

Whitepaper

Jul 1, 2022

Library

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

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

Whitepaper

Jul 1, 2022

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.