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Investing for a Better Tomorrow.



Why Invest Responsibly?

| July 10, 2013
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During our annual reviews with clients and then through an exclusive email campaign to our e-newsletter’s biggest fans, we asked survey recipients to rank their preference on our firm’s communications. Basically we wanted to know how often people want to hear from us and what topics they’re interested in.

With a focus on Sustainable & Responsible Investments (SRI), we figured we’d see some commonalities amongst respondents’ opinions. We weren’t surprised that almost 90% of our clients expressed an interest in SRI but what we didn’t expect was to find such a strong interest in hearing about the Economy, Retirement Planning, and Market Updates.

Considering the results, we believe this is a reflection of the comprehensive financial planning approach we take with clients.

We are delighted to see that more than two thirds of our clients are still interested in hearing about Blue Summit News & Events, although the massive majority would prefer to hear from us either monthly or quarterly rather than every week.

Anecdotally, one of our clients wrote that she “really wants our opinion” because she said, “that’s what I’m paying you for!” Another one requested that we write more about fracking, a topic she is very interested in.

Interestingly, over 60% of the respondents were women.

We’d love to know more about what YOU think!

If you didn’t have a chance to respond to the Communications Survey or if you’d like to add comments, click here.

And for our next survey, we’d love to know what motivates you to invest responsibly! Please take one minute to answer five quick multiple-choice questions about what’s important to you!

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