Occasional Paper 62: Matter of fact-sheets: improving consumer comprehension of financial sustainability disclosures

Clear communication via investor factsheets helps people understand investments based on their sustainability characteristics and may help them choose investments that better meet their needs. 

Read Occasional Paper 62 (PDF)

Summary

This paper explains the results from new trials and research into how information on sustainable investments is communicated to consumers. It finds:

  • factsheets improve comprehension of the sustainability characteristics of investment products
  • factsheet length, whether two and a half pages or one page, does not affect comprehension
  • providing updated factsheets for all funds, not just sustainable ones, is the most effective measure, increasing consumer comprehension of important sustainability information

Authors

Cameron Gilchrist, Cherryl Ng, Patrick Sholl and Jackie Spang.

Disclaimer

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