Now, more than ever, investors are interested to increase their knowledge of ESG and incorporate ESG in their portfolio. Compeer research shows that 80% of clients request some access to ESG compliant investments in their portfolio, while this figure rises to 94% for clients under the age of 40.
For wealth managers ESG is no longer seen as a trend, but a commercial opportunity.
Central to the ESG proposition is managing the appetite amongst clients throughout the suitability process. but before the wealth management industry can solidify their long term strategies, they must wait to see the regulatory roadmap unfold.