Investing Where The Clients Will Be


How can advisors meet accelerating demand for sustainable and impact investing—and prepare for the next wave of system-level investing?

Steve Lydenberg and William Burckart answer this question in a piece for Financial Advisor Magazine.

While client demand for sustainable and impact investing is growing, many advisors seem to be missing the boat. Despite the positive appeal ESG has among younger investors, 68% say they either have doubts about their firm’s commitment to it or don’t know about it. A recent Cerulli report found 58% of financial advisors indicated, surprisingly, a lack of investor demand was a significant factor preventing their adoption of ESG strategies. A lack of familiarity with ESG trends on the part of advisors may well be the source of this apparent disconnect.

Read the full article here.

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