NextWealth ESG Tracking Study – It’s about Risk
Many investors and advisers want to know how risky is ESG investing? NextWealth’s 2020 report ‘ESG Tracking Study - It’s about Risk’ looks at the ways many advisers will integrate ESG principles into their clients' investments and what is driving this change.
12% |
16.7% |
78% |
|---|---|---|
| of client assets are being invested in ESG or solutions (up from 7% in 2019). | of client conversations include ESG, ethical, impact or sustainable investing (up from 7.5% in 2019). | of advisers include a question about ESG investing in the Know Your Customer (KYC) or fact find process |
89% |
The percentage of advisers surveyed who use ESG, ethical, impact of sustainable funds or portfolios with clients is now at 89% (up from 82% in 2019). |
|
The proportion of advisers using ESG funds or portfolios increases steadily by size of firm (77% of sole traders rising to 95% at firms with 10+ employees). |
61% |
The percentage of advisers turning to fund research and ratings providers for support when developing an ESG, ethical, impact or sustainable investment proposition. |
NextWealth ESG Tracker Report 2020
Find out the latest adviser trends on sustainable investing: how the views of investors are changing and why platforms and financial advisers all need to adapt to this growing theme.
Read the full report