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Iconik: Beyond ESG

Economics & Beyond with Rob Johnson

CHAPTER

The Future of Investing in Values Alignment

The future of investing is it really has this sort of values alignment element to it where people don't want to just invest purely for returns. Personalization and their ability to personalize its scale and take into account their client's values is that's where the future's at. We serve financial advisors so a financial advisor might have between 50 and 150 clients, we also serve funds  and then there's one other way in which we make money: working with mutual funds who are having challenges achieving quorum.

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