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.