Problem: You are an investment consultant and you have been approached by a small investment and financial advisory firm which provides advice to individual investors aged 50. Many of their customers have expressed an interest in investing sustainably and also in investing in crypto-assets. The firm would like to know the following:
- Should their customers invest in sustainable securities? If so, how should they do this?
- Should their customers invest in crypto-assets? If so, how should they do this?
- What are the key issues that the advisors should raise with their customers?
- What are the key customer characteristics that should influence the type of advice being given?
- Some of their customers have expressed concern about green-washing and crypto volatility. How should these be addressed? Your client (the investment and financial advisory firm) has asked you and your colleagues to give a 12-minute presentation over Zoom/Teams to cover these points and related matters as you see fit. According to environmental, social and governance factors.