Pathways to Sustainable Investing: Insights from Families and Peers

Interest in sustainable investing is growing each day as wealth owners, families, and family office professionals start down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way many of them successfully develop a winning strategy that generates both returns and impact. It provides the Sustainable Investor Path Wheel framework to help investors understand where they are in the process, illustrates the strategies of several wealth owners, and concludes with some lessons and best practices that investors can use to facilitate their sustainable investing journey.