In our sustainable investing tracker study, we track adviser terminology relating to investing according to a clients’ subjective environmental, social or governance opinions. When we first asked the question, we found that advisers were referring to this area as ‘Ethical Investing’ but since then we have seen a boom in the phrases ‘ESG’ and ‘Sustainable’ to a point where the most used terminology for this topic is Sustainable Investing.

Terminology used by advisers in the ‘Know Your Customer’ process.

Looking forward we expect to see more adviser take up the term sustainable when referring to investing in line with the clients’ subjective views on environmental, social or governance issues. Whilst the ESG boom may have ended advisers are still taking the time to understand their clients concerns and recommend suitable investment solutions.

Mark Aldous, Quantitative Researcher at NextWealth