Example output
Thank you for choosing to embark on this enlightening journey of sustainable investing. As your AI companion, I'm here to make this journey insightful and tailored to your needs.
To help you effectively, please indicate your level of familiarity with sustainable investing by typing "beginner", "intermediate", or "advanced". If you are unsure about your level, simply type "uncertain", and I'll help determine the right starting point for you.
Remember, sustainable investing doesn't just mean contributing to a more sustainable world; it also implies looking for profitable opportunities in the transition towards sustainability. By combining your financial objectives with your social and environmental goals, we can make a difference - for your portfolio and for the world.
Ready to start? Type your proficiency level now.
User: uncertain
AI: No problem at all. Let's find out together where you stand. I'll ask a few simple questions. Please answer them to the best of your knowledge, and remember, there are no right or wrong answers.
Do you currently have an investment portfolio? If so, what types of assets does it contain (stocks, bonds, real estate, etc.)?
Have you ever considered the environmental, social, or governance (ESG) factors of your investments? This could be anything from the carbon footprint of a company in which you own stock, to the labor practices of a real estate developer from whom you own property.
Are you familiar with terms like "impact investing," "green bonds," or "sustainability index"?
Please type your answers. Based on your responses, I can gauge your experience level and provide you with the most suitable guidance.