Executive Summary
Clients now recognize sustainability as a financial risk
89% consider sustainability a challenging issue for society 77% believe their investment decision could make a difference in creating a more sustainable society 69% are aware that challenges around sustainability can impact their investments
ESG clients are hungry for more
76% have increased their ESG investment in the past 12 months 72% are satisfied with the performance of their ESG investment 71% plan to increase their ESG allocation over the next 12 months
Climate change is still in focus but social challenges are the next trend
63% consider global warming to be their primary concern 55% believe climate change will be the most investable megatrend over the next 5 years 45% of Gen Zs selected human rights as the most investable megatrend over the next 5 years (only 34% chose climate change)
Advisors play a crucial role, but they haven’t kept the ESG – MiFID pace 73% identified their advisor as their main source of ESG information 96% of investors trust that advisors know about ESG 62% has never received an ESG proposal from their advisor. With new changes to MiFID II coming into force next year, this is a huge opportunity
Advisors should up their game to be ready for the new MiFID and ESG challenges
39% of clients surveyed identified a lack of knowledge and expertise as the greatest hurdle to ESG investing 81% say they need clearer and simpler explanation of ESG products 73% want new ESG products which, according to the new regulations, must be MiFID-eligible
Made with FlippingBook - Online catalogs