The Responsible Investment Association (RIA) has released the inaugural Investor Pulse Check, a new research series capturing Canadian investor sentiment and evolving investment priorities. Conducted amid ongoing economic uncertainty, the survey of 1,001 investors examines factors impacting investment decisions, understanding of responsible investing, and information valued from financial advisors.
Key Findings
Affordability and inflation are the top factors influencing investment decisions, cited by roughly half of respondents. Canada's economic resilience and global geopolitical uncertainty also play significant roles. Corporate accountability, energy development, and climate risks remain important considerations.
Investors respond positively to terms like responsible investing, sustainable investing, and values-aligned investing. However, understanding of these terms varies, highlighting the need for investor education. Many investors seek more personalized discussions with advisors, including conversations about values and ESG factors, along with practical resources like examples and case studies.
Investor Sentiment
Patricia Fletcher, CEO of the RIA, stated: “The investment landscape is evolving rapidly. Understanding how Canadians navigate these issues is more important than ever. The Investor Pulse Check provides a frequent view of investor sentiment between larger annual studies.”
The findings underscore the importance of aligning investment discussions with the realities Canadians face today. Investors want guidance that is relevant, responsive, and grounded in practical information.
