ESG & Socially Responsible Investing Expected to Grow Within 5 years
Environmental impact is driving client interest and firm screening for SRIs
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2Most advisors expect SRI and ESG investing to increase. These investments currently make up only a small proportion of the average client’s portfolio. Read more
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3Almost half of financial firms offer SRI solutions, but customers may not be aware of them and rarely inquire about them. Read more
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4Concerns over the environment dominate how analysts and clients think about ESG investing. Read more
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5Analysts believe clients want the opportunity to customize their holdings based upon their unique ESG preferences. Read more
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6Tracking errors and fund performance are important for mitigating investor worries about the potential for performance drag related to ESG screens. Read more