Nearly one-third of advisors plan to increase their use and recommendation of ESG funds over the next 12 months, up from 19% in 2019, according to a new FPA survey.
According to our annual survey, financial advisors are becoming more interested in sustainable investments, though concerns over performance sacrifice linger.
The average 2020 'through' series was down 10.6% in the first quarter, compared with a loss of 8.4% for 'to' funds. 'For investors with a $1 million nest egg who plan to retire in 2020, that’s a difference of more than $20,000 in losses,'...
