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Responsibility in WealthResponsibility in Wealth

HNWIs’ ESG investing needs and what they expect from their wealth manager.

May 21, 2021

1 Min Read
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More than ever, high net worth individuals (HNWIs) are seeking to work with and invest in companies with strong environmental, social, and governance (ESG) credentials.

Recently, FactSet conducted a global survey of 800 investors and found that although investors agree that wealth managers should be responsible organizations, perceptions around how firms should demonstrate their responsibility vary widely. As well as looking for companies that do good, many clients are starting to probe deeper into what it means to be a responsible organization.

Discover your clients’ ESG needs and what they expect from their wealth manager.