What clients want
Clients have defined expectations of the type of ESG support they would like to receive. These are focused on five main topics:
What clients expect from their advisors
81%
79%
76%
73%
73%
Clear and simple explana�ons of ESG products, approaches and terminologies
Knowledge about ESG
Explana�ons and updates on the sustainable impacts of my investments
New ESG investment offerings
Aligning my investments with my values
Q16. What support would you expect from your adviser when it comes to ESG investing? Rate on a scale of 1-5 where 1 = Least important and 5 = Most important
More than eight in ten (81%) investors point to the need for clear and simple explanations of ESG products , approaches and terminologies.
Older generations deem this level of support to be particularly valuable.
A similar proportion ( 79%) expect specific ESG know-how from their advisor emphasizing the crucial role of ESG knowledge.
76% want regular and tangible updates on the sustainable impact of their investments.
73% want to have new ESG investment offerings. The products classification introduced by SFDR could bring more clarity on what an ESG product is, expanding the options both for advisors and clients. These solutions must be MiFID-eligible in order to enable advisors to build ESG portfolios for their clients.
Lastly, 73% of investors want to align their investment with their values.
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2021 Nordea ESG Survey
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