In 2020, we witnessed the consciousness of capital markets shift and corporate behavior begin to change. Increasingly, investors and their advisors are advancing discussions beyond familiar topics such as savings goals and risk tolerance. Conversations are now more often advancing to emotionally charged topics ranging from racism to religion. While such interactions fuel the exponential growth of sustainable and responsible investing (SRI), researchers are working to identify the key psychological and behavioral drivers that lead investors to abandon traditional portfolio management in favor of portfolios that seek return and impact. The results of this research indicate that investors pursue SRI portfolios with ESG data integration for three primary reasons: Altruism, Autonomy, and Performance. The team at Change Finance has reviewed and summarized their findings in an effort to facilitate optimal investor-advisor interactions.