Our approach is multi-faceted and comprehensive. It includes conducting regular, large-scale surveys to capture retail investors’ appetite and attitudes toward various investment strategies; performing quantitative analyses to uncover patterns in consumption and savings behavior; and implementing innovative online experiments to test the effectiveness of different incentives aimed at developing investment participation. A particular emphasis is placed on responsible investment behavior, reflecting the growing importance of sustainable finance in individual decision-making.

These research initiatives are conducted in close collaboration with the CSR and responsible investment, sales and marketing teams at Crédit Agricole Languedoc and Amundi. This integrated effort ensures that our findings are not only academically robust but also directly relevant and actionable for financial institutions seeking to better serve their clients.

We are pleased to share the first results of this ongoing research endeavor. In this initial chapter, we present findings from a survey of 1,080 Crédit Agricole Languedoc clients, focusing specifically on their socially responsible investment behaviors. This paper provides unique insights into the profile of responsible investors, explores their primary motivations for engaging in sustainable investment, highlights the crucial role financial advisors play in guiding these decisions, and identifies the types of sustainable investment approaches most favored by retail clients.

You can now read the full whitepaper at the link below