ESG Playbook series: close the sustainable investing gap

Ok, financial advisors. The statistics keep flowing in.

  • 63% of investors say they are likely to purchase stocks or funds associated with companies that align with their values (Gallup)
  • Half of respondents aged 20-25 had sustainable investments, but none had received suggestions about them from their advisor (Flexshares)
  • 87% of respondents said their advisor had not suggested sustainable or ESG investments. Instead, investors said their primary sources of information are the media and their own research.(Flexshares)

It’s time for financial advisors to lead the way for their clients when it comes to ESG and sustainable investing. There’s certainly work to do. First and foremost, integrating ESG into the investment offering takes a level of commitment.   

With authentic integration underway, though, clearly communicating with clients and prospects about ESG is crucial. Just like other financial advisory services and specialization, they should see it on your website, on your blog, in your newsletter, on social media – otherwise, they will look for sustainable investing guidance elsewhere.

On May 23, we’ll expand on this conversation as part of RIA Channel’s ESG Playbook, which is tackling different aspects of ESG integration through a three-part virtual series.

Register for free at ESG Playbook (each session will provide CFP / IWI / CFA CE credits).