ESG & Socially Responsible Investing Expected to Grow Within 5 yearsESG & Socially Responsible Investing Expected to Grow Within 5 years

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Most advisors expect investor interest in socially responsible investing (SRI) and environmental, sustainability and governance (ESG) investment strategies to expand substantially over the next five years. But before this expected growth can take place, both advisors and investors have to become more comfortable with the concept of SRI and ESG investing.

Currently, customers rarely inquire about SRI solutions during introductory conversations. And despite growing interest in value-oriented investing, a relatively small proportion of client assets currently goes toward ESG strategies. Reducing tracking errors and providing customization options for clients could offer opportunities to raise investors’ awareness of and ...