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Sustainable Investing Series
28/09/22

Sustainable Investing Tracker Study 2022

NextWealth has released an update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).

Similarly to previous years, the goal of the research is to understand and track how financial advisers are integrating sustainable investing considerations into their businesses. The results serve to educate and offer clarity to advisers on ESG and sustainable investing and allow providers to refine their distribution strategies.

The key findings from this year’s report include:

  • Demand for sustainable investing is on the rise despite market headwinds: Client demand is on the rise, the percentage of clients raising sustainable investing with their adviser has risen above 20% for the first time.
  • Advisers enter the slope of enlightenment: After a sharp fall in adviser confidence on sustainable processes, the most recent wave of the survey has seen confidence grow slightly from a low point six months ago.
  • Sustainability reporting is a progressing area for advisers: The proportion of advisers who stated that they report the sustainability of investments to clients has increased by 9% up to 59% in Q3 2022

The Sustainable Investing Tracker Study will be updated semi-annually to remain in line with any changes in the industry.

You can complete the form to the right in order to receive a free copy.

The report is kindly sponsored by the following firms:

 

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