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NextWealth Sustainable Investing Tracker Study

The May 2022 instalment of NextWealth’s Sustainable Investing Tracker Study continues to measure the changing perceptions of sustainable investing and the processes advice firms have in place in order to recommend sustainable funds and solutions. This wave of research also explores new areas, such as client attitudes to their investments in light of the conflict in Ukraine.

Sustainable Investing Tracker Study key headlines

18%

of advised client assets are invested in sustainable funds or solutions

23%

of new advised client money is invested in sustainable funds or solutions

18%

of clients raise sustainable investing in conversations with their advisers

61%

of clients are most interested in environmental factors, rather than social or governance factors

77%

of advisers say understanding clients’ sustainable preferences should be part of the KYC process

94%

of advisers ask about their clients’ sustainable investing preferences in some form

66%

of advisers favour a core-satellite approach (offering sustainable solutions alongside their CIP)

46%

of advisers rely on multi-asset or multi-manager funds with responsible investing ratings

NextWealth Sustainable Investing Tracker Report May 2022

This research focuses on two main areas – understanding the client interest in sustainable investing and the processes that firms have put in place to support recommending sustainable solutions.

NextWealth Sustainable Investing Tracker Report October 2021

Covering the trends in sustainable investing, including how the views of investors are changing and why platforms and financial advisers all need to adapt to this growing theme.

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.