NextWealth ESG Tracking Study - Implementation of ESG principles

NextWealth’s 2021 report ‘ESG Tracking Study - Implementation of ESG principles in financial advice businesses' - looks at adviser adoption, client interest, the advice process and investment propositions in ESG investing.

NextWealth ESG Tracking Study key headlines




advisers say they have clients invested in ESG, sustainable, ethical or impact funds or solutions.

of client conversations include ESG, ethical, impact or sustainable investing (up from 7% in 2019).

of advisers include a question about ESG investing in the Know Your Customer (KYC) or fact find process.



Over two thirds of advisers expect to see a continued increase in assets invested in ESG funds and solutions.


Over three fifths of advisers say there aren’t any barriers or concerns holding them back from adopting ESG funds or solutions.


More than half of advisers believe they should offer ESG badged funds in addition to a general Centralised Investment Proposition (CIP).


Over a quarter of advisers believe ESG criteria should be applied across all their portfolios as normal practice.

NextWealth ESG Tracker Report 2021

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

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Important Information - Please note that the value of investments and the income from them can go down as well as up so your client may get back less than they invest.