2021 RIA Impact Survey Results

We recently conducted a survey of RIAs and Wealth Managers to better understand the Impact Investing Themes of highest interest for them and their clients. Regardless of asset class, the most common responses were: 1) Climate, 2) Diversity, Equity, and Inclusion, and 3) Affordable Housing. These themes were included in the top three Impact Themes for 63%, 40%, and 37% of respondents, respectively. See below for the full results…


Which themes within Real Assets are of interest to you and your clients?


Which themes within Private Credit are of interest to you and your clients?


Which themes within Private Equity/ VC are of interest to you and your clients?


Regardless of Asset Classes what would be your three top Impact Investment themes?


Regardless of Asset Classes, what Geographic Regions are of interest to you and your clients?

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