Risk and ESG-Aligned Portfolios

The crisis triggered by the COVID-19 pandemic has highlighted how ESG investments can play a crucial role in economic recovery, in addition to the importance of establishing efficient risk management. Firms expect some of the greatest areas of change to be around suitability, reporting and generally integrating ESG into a cohesive risk management framework, including portfolio management and monitoring.

All these areas will rely heavily on digital solutions that will need to be fully integrated to ensure efficiency and the best client outcomes. This online survey1, filled out by the Wealth & Investment Management industry, investigates what stage is reached in terms of ESG integration within a risk aware investment process and its implications on the digital experience.