ESG Tracking Study Update 2021

NextWealth has updated the ESG Tracking Study, first published in October 2020. To download the update report please complete the form below.

The goal of the research is to understand and track how financial advisers are integrating ESG considerations into their businesses.

  • Percentage of advised assets in ESG, impact, ethical or sustainable funds and solutions
  • Integration of client preferences in fact find and KYC
  • Preference for badged or branded products
  • Product due diligence checklist

The results will serve to educate and offer clarity to advisers on ESG/sustainable investing and allow providers to refine their distribution strategies.

The report is kindly sponsored by the following firms:

On 19 May we hosted a webinar to discuss the findings of this updated report further. You can view this below. 

Complete the form below to receive your copy of the ESG Tracking Study update. (To download the October 2020 edition, click here.)

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