The Thomson Reuters D&I Index (Diversity & Inclusion), launched in 2016, ranks the top 6,000 publicly traded companies globally with the most inclusive and diverse workplaces, as measured by 24 metrics across four key categories: diversity, inclusion, people development and new controversies. Doerr emphasized that “this spans the awareness of embracing diversity in the workplace and the environmental impact of not only your business, but the entire supply chain of goods and services you purchase and the impact it has on your customers.” She believes that strategies like the D&I Index can promote the power of collective dialogue across the business community to create positive change.
Doerr and I talked about how to get this message across to the advisor community in a way that they can hear and value. Doerr emphasized that financial advisors should first “understand the size and impact of this industry. The $65-70 trillion wealth transfer to women and millennials over the next few decades will not go unnoticed by investors. It’s also important, concludes Doerr “to get the message out using the digital platforms that Thomson Reuters and other firms in the industry provide. Finally, and most importantly, said Doerr “have an active and loud voice related to your personal sustainable consumption habits. Walk the talk of your client conversations about ESG and impact investing every day.”
Paul Ellis founded Paul Ellis Consulting to work with financial advisors who want to integrate sustainable and impact investment strategies for their clients.