Search

Sustainable Investing Series
03/03/21

ESG Tracking Study 2021 Update

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. 

Download the report

Add your details to receive your copy of the report.

To download this report just tap the button below.

    I would like to take part in NextWealth's research panel

    Sustainable Investing Series
    06/10/21

    ESG Tracking Study H2 2021

    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.

      Direct to your inbox

      To stay up to date with what's next in wealth subscribe to our newsletter