Adviser Innovation logo
Adviser Innovation logo
Advisor Inovation logo
Survey finds advisers embracing ESG investing

Survey finds advisers embracing ESG investing

author image
By Adrian Flores ·
December 20 2018

Survey finds advisers embracing ESG investing

Responsible investing is becoming a fast-growing movement within the advice channel, according to a new report.

Survey finds advisers embracing ESG investing
nestegg logo

The proportion of advisers in the last 12 months who said they provide advice on responsible investing has increased markedly from 19 per cent to 34 per cent in the last two years alone, according to Investment Trends' 2018 Adviser Product and Marketing Needs Report.

The report also found the proportion of planners who said they are very familiar with the concept of goals-based investing has risen from 56 per cent to 62 per cent.

"The goals-based investing approach is gaining traction among planners as it helps foster greater planner-client engagement, while at the same time focuses the conversation on their clients' lifestyle goals instead of short-term investment performance," said Investment Trends research director Recep Peker.

"While still early days, planners are also responding to rising consumer interest in investments that incorporate ethical, environmental, social and governance factors. In fact, responsible investing is gaining popularity among planners of all ages, not just Millennials."

Advertisement
Advertisement

The Investment Trends report is based on a survey of 766 financial planners concluded in September 2018.

Join the debate to improve the issues that surround affordability and accessibility within the advice industry at ifa’s brand-new event, ifa Future Forum.

Join your peers to uncover game-changing industry solutions to pave the way for solving the problem of accessibility and affordability. Utilise your extensive knowledge to formulate ideas and help futureproof advice. Register your free place now! ifafutureforum.com.au

Forward this article to a friend. Follow us on Linkedin. Join us on Facebook.
Find us on Twitter for the latest updates

Subscribe to our Newsletter

We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians

Your email address will be shared with nestegg and subject to our Privacy Policy

latest articles