The financial services industry is rooted in risk management, trust and transparency, and experiencing rapid transformation in the digital age. Online banking, ‘robo-advice,’ and new pay technologies, like PayPal or Venmo, are leading to the closure of brick-and-mortar branches. Evolving investor preferences also demand sustainable investing options and increased transparency of sustainability issues.

According to The Forum for Sustainable and Responsible Investment, assets under management using sustainable, responsible and impact (SRI) strategies grew from $8.7 trillion at the start of 2016 to $12.0 trillion at the start of 2018. Financial institutions can turn to resource management solutions and sustainability planning to increase transparency, satisfy investors and reduce risk..