1 Top Trends in Wealth Management: 2020 by Capgemini.
2 2019 RIA Investor Opinion Survey.
3 Toronto-based research firm Strategic Insight projects that approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between 2016 and 2026, with roughly 70% of that in the form of financial assets.
4 Khan, Mozaffar N., George Serafeim, and Aaron Yoon. “Corporate Sustainability: First Evidence on Materiality.” Harvard Business School Working Paper, No. 15-073, March 2015.
5 Morgan Stanley, “Sustainable Signals: Individual Investor Interest Driven by Impact, Conviction and Choice,” 2019.
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