US SIF Launches Financial Advisor Roadmap Series to Help Advisors Meet Ongoing Demand for Sustainable Investing
WASHINGTON, D.C., September 9, 2025 — US SIF: The Sustainable Investment Forum is pleased to introduce its new Financial Advisor Roadmap Series, a practical and comprehensive resource designed to provide financial advisors, wealth managers, and registered investment advisors with the tools and strategies they need to navigate the rapidly evolving sustainable investing landscape.
While sustainability initiatives of all kinds face political headwinds, investor demand for sustainable investing strategies that align returns with impact continues to accelerate. Morgan Stanley reports that 88% of investors globally express interest in sustainable investing, and assets under management in sustainable funds reached a new high of $3.92 trillion as of June 30. Meanwhile, 77% of clients report higher satisfaction when their values are reflected in their portfolios, according to Envestnet PMC.
However, many financial advisors face gaps in knowledge, confidence, and tools to offer advice on sustainable investing. “Advisors are on the front lines of one of the most significant transformations in financial services,” said Maria Lettini, CEO of US SIF. “By providing education, frameworks, and real-world applications, we’re helping financial professionals respond to client demand and strengthen their practices.”
Part I of the Roadmap Series focuses on demystifying sustainable investing, understanding and identifying client motivations, and aligning strategies with client goals. It also includes guidance for navigating fiduciary duty, and practical questionnaires to uncover client values and priorities. Parts II and III – to be released later this fall – will help users apply this knowledge in portfolio construction and better connect with clients on sustainability issues.
“Sustainable and impact investing is much more than a trend. It’s an ever-growing recognition that our investments impact the planet and society, and those impacts in turn create risks and opportunities for our portfolios. By integrating sustainable investment strategies into their clients’ portfolios, advisors can more effectively manage those risks and opportunities and better position their clients for long-term success. This new roadmap from US SIF is an essential guide that leads the way.”
Carole Laible, CEO of Domini Impact Investments
“Social(k) – and I – are proud to support this initiative, especially during these challenging times. Sustainable investing is here to stay, and this toolkit is one way to equip advisors to keep moving the industry forward with integrity and skill.”
Rob Thomas, President of Social(k)
“This is the roadmap for advisors who want to know how to meet the growing demand for sustainable investing. It’s essential reading to guide you and your team through the changing field so you can serve your clients and grow your practice.”
Leslie Samuelrich, President of Green Century Funds
The Financial Advisor Roadmap Series is part of US SIF’s broader initiative to equip the financial services industry with high-quality, accessible resources that foster informed decision-making and accelerate the transition to a more sustainable economy. It was developed with input from industry experts and financial advisor editors and is free to access as part of US SIF’s commitment to advancing sustainable investing education throughout the United States.
Download Part I of the Financial Advisor Roadmap Series here: NEW! The Sustainable Investing Roadmap Series for Financial Advisors | US SIF
About US SIF and the US SIF Foundation
US SIF: The Sustainable Investment Forum is the preeminent voice advancing sustainable investing. Members, who represent $5 trillion in assets under management or advisement, support US SIF’s mission to rapidly shift investment practices toward sustainability, focusing on long-term investment, the generation of positive social and environmental impacts and supporting the shift toward a more resilient and equitable planet and society. https://www.ussif.org US SIF is supported in its work by the US SIF Foundation, a 501(C)(3) organization that undertakes educational and research activities to advance the mission of US SIF, including offering trainings for advisors and other financial professionals on the Fundamentals of Sustainable and Impact Investment.