Sustainability Investment Insights
Survey results
Expect from your broker/financial adviser
Q.8. What level of personalization do you expect from your broker/financial adviser?
21
52%
44%
44%
39%
38%
36%
33% 34%
32%
33%
30%
29%
30%
29%
28%
25%
23% 23%
22% 22% 23%
21% 21%
19%
Customisation in line with Customisation in line with Customisation in line with
my return expectations my preferred investment
horizon
my acceptable risk
exposure
Base: Total Respondents (n=23950); Europe (n=9800); Belgium (n=500)
my life stage
Customisation in line with Customisation in line with Customisation in line with Customisation in line with Customisation in line with
my environmental
my societal principles my governance principles my political position
expectations
■Global
Europe Belgium
SchrodersView entire presentation