Issue 3 | October 2021

ESG Tracking Study

NextWealth has published its third ESG Tracking Study report for financial advice businesses. This report digs deep into the world of ESG – what it means, how the views of investors are changing and how platforms, investment houses and financial advisers need to adapt.


Key Findings
  • ESG or ethical/impact/sustainable comes up in one-fifth of client conversations, up three-fold since 2019.
  • The overwhelming majority (80%) of financial advice professionals now expect to see a continued increase in assets invested in these funds and solutions; rising from 70% a year ago.
  • Only 6% of financial advice professionals say they do not include a question in the KYC on ESG, ethical, impact or sustainable investing. This is down from 17% two years ago.
  • Advisers’ confidence is highest in recommending ESG solutions to clients.


We would like to thank all of our sponsors who kindly supported this research.

To download your free copy, please complete the form below.

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