More than four in 10 older investors want no part of AI in their advice: poll
Understanding of an investor’s financial goals led at 68 percent, the ability to explain risks and opportunities at 65 percent, and professional qualification at 60 percent.
Understanding of personal values or preferences and fees each drew 55 percent.
Investment product offerings and explaining how economic, environmental and social issues affect investments each registered 46 percent, familiarity with the advisor or firm 44 percent, and years of experience 39 percent.
At least half of investors expressed interest in allocating a portion of their portfolio to every area tested.
Energy security led at 65 percent, followed by domestic manufacturing and supply chains at 64 percent, critical minerals at 62 percent, critical infrastructure at 59 percent, advanced technologies at 53 percent, and defence and security at 50 percent.
