Today’s investors want to make an impact with their money, especially digital-savvy millennials who are beginning to benefit from intergenerational wealth transfer. Others have strong viewpoints about investing in important global trends. And others seek to manage risk with a focus on security in their investment strategy.
The Positivly assessment connects your thematic funds with investors and the advisors working with all of them.
No other sponsorship or advertising can feature your fund at the precise moment when investors are discovering their investing values and viewpoints. This is when they are mostly likely to consider buying your fund.
Using positive psychology, investment science and proprietary algorithms, the Positivly framework evaluates an investor’s financial personality in four dimensions: