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

96%

19%

83%

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.

 

68%

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

61%

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

56%

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

26%

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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Discover the sustainable fund options on FundsNetwork

In total, we offer over 300 sustainably-managed funds from 76 different fund groups through our platform.

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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.