儘管全球永續投資概念已出現多年，期間許多相關框架也相繼問世，例如：CSR、ESG，然而在個體投資人方面，實踐永續投資的進展仍相當緩慢，為進一步落實及加速從傳統投資至永續投資的推動，本研究梳理說服科技、投資行為及ESG相關文獻，篩選出十五項說服策略並將其整合至線上投資平台的功能中，並製作出投資平台的行動應用程式（APP）原型，以錄製該投資平台的操作過程影片並嵌入至問卷中調查受試者對各策略之說服力的方式，討論這十五項說服策略與人口統計特徵、永續投資信念及投資經驗之間的關係。同時也彙整現行主流機構所發行之ESG評分指標，將其指標呈現方式拆解為三項要素，其中每項要素中又有兩項子要素，藉由問卷調查受試者對於各項要素的偏好，進而作為一項說服策略。
經統計分析後結果顯示，Tunneling、Reduction、Self-monitoring、Tailoring、Reminder、Authority、Social learning，七種說服策略的說服力明顯高於其他策略；同時，Cooporation、Social comparison，兩種與社會支持相關的說服策略說服力明顯較為薄弱。ESG評分指標呈現方式，以分數而非級距、個別而非總體、正面而非負面的組合為最多受試者所偏好，佔全體36.9%；其次為級距、總體、正面的組合為次多受試者所偏好，佔全體23.9%。並將研究結果根據基金投資平台的系統功能分類，提出相對應的改善策略分析，期望能給予平台設計者、基金通路，推動永續投資時的一項參考。

Despite global awareness of sustainable investing, individual investors have been slow to adopt sustainable investment practices. This study explores the use of persuasive technology and ESG-related literature to encourage the transition from traditional to sustainable investing. Fifteen persuasive strategies were integrated into an online investment platform prototype, and participant feedback was collected through a questionnaire. The study examines the relationship between these strategies and demographic characteristics, sustainable investing beliefs, and investment experience. The results indicate that seven strategies, including Tunneling, Reduction, and Self-monitoring, were more effective, while social support strategies such as Cooperation and Social comparison were less persuasive. The study also analyzes the presentation methods of ESG rating indicators and finds that participants preferred score-based, individual-based, and positive-based approaches. Based on these findings, improvement strategies are proposed for investment platforms to guide designers and salespersons in promoting sustainable investing.

中文部分
1. 陳眉衣，2008，影響投資人購買社會責任投資基金之因素，國立中山大學公共事務管理研究所碩士論文
2. 財團法人中華民國證券暨期貨市場發展基金會，2021，基金投資人投資行為與偏好問卷調查分析
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