A retail investor

Integrating environmental objectives into retail investors’ investment decisions is a major challenge to move France and Europe towards a low-carbon, climate-resilient economy. The involvement of retail investors differs greatly: interest limited to yield, will to implement thematic allocation to “green” sectors, to invest into sectors in transition or requirement to seek additional impact. Financial products identification, transparency on the underlying investments and financial advice practices are evolving to facilitate a greater involvement of environmentally-minded retail investors. In line with the National Low Carbon Strategy and the European Green Pact, the Finance ClimAct project is developing our understanding of retail investors environmental preferences and developing new tools to give invetors’ access to clear and credible information – including labels, online selection platform, adequation questionnaire.