Library

The investor's Rubicon - The value of moral fit in investment services

The investor's Rubicon - The value of moral fit in investment services

Whitepaper

Jul 1, 2022

Library

The investor's Rubicon - The value of moral fit in investment services

The investor's Rubicon - The value of moral fit in investment services

Whitepaper

Jul 1, 2022

Library

The investor's Rubicon - The value of moral fit in investment services

The investor's Rubicon - The value of moral fit in investment services

Whitepaper

Jul 1, 2022

In our third paper on goal-based investing, we argue that non-monetary aspects must also be considered to create a genuine ‘person-investment fit’. Our research not only reveals that most people want to align investments with their moral compass, we also found that they are specific about WHAT is important to them in this respect.

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At InvestSuite, we empower financial institutions to lead in digital wealth transformation. Our white-label InvestTech solutions enable clients to quickly and cost-effectively expand their product offerings, delivering engaging investing experiences that drive growth in an ever-evolving digital landscape.With a team of experts spanning banking, design, technology, and behavioral science, we craft user experiences that unlock new markets and deliver commercial success. Let’s shape the future of wealth management together.

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Company Info

BTW/TVA: BE0692 527 639 Company number: 0692 527 639

© 2025 InvestSuite. All rights reserved.

Let's talk

At InvestSuite, we empower financial institutions to lead in digital wealth transformation. Our white-label InvestTech solutions enable clients to quickly and cost-effectively expand their product offerings, delivering engaging investing experiences that drive growth in an ever-evolving digital landscape.With a team of experts spanning banking, design, technology, and behavioral science, we craft user experiences that unlock new markets and deliver commercial success. Let’s shape the future of wealth management together.

Get the latest news and updates delivered to your inbox.

Follow us
Information security
Belgium

De Hoorn Sluisstraat 79 3000 Leuven

Switzerland

Rue Caroline 2 1003 Lausanne

Company Info

BTW/TVA: BE0692 527 639 Company number: 0692 527 639

© 2025 InvestSuite. All rights reserved.

Let's talk

At InvestSuite, we empower financial institutions to lead in digital wealth transformation. Our white-label InvestTech solutions enable clients to quickly and cost-effectively expand their product offerings, delivering engaging investing experiences that drive growth in an ever-evolving digital landscape.With a team of experts spanning banking, design, technology, and behavioral science, we craft user experiences that unlock new markets and deliver commercial success. Let’s shape the future of wealth management together.

Get the latest news and updates delivered to your inbox.

Follow us
Information security
Belgium

De Hoorn Sluisstraat 79 3000 Leuven

Switzerland

Rue Caroline 2 1003 Lausanne

Company Info

BTW/TVA: BE0692 527 639 Company number: 0692 527 639

© 2025 InvestSuite. All rights reserved.