What Advisers Need to Know About Clients and ESG

Research shows that investors can incorporate their ESG preferences and also earn strong returns. Advisers must learn to talk about ESG if they want to help these clients

Andy Pettit 14 July, 2020 | 9:39AM

ESG Investing

Funds focused on sustainable investing attracted strong inflows in 2019—in Europe, investor interest in sustainable funds has seen more than €35 billion in new net assets each year since 2016, reaching €120 billion in 2019 (a new record for European-domiciled funds), according to Morningstar data.

These numbers indicate that the interest in sustainable investing is not a passing trend. Rather, it’s becoming more mainstream, as investors from all demographic groups report interest in incorporating sustainability into their investment choices.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Andy Pettit  Director, Policy Research (EMEA), Morningstar

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