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Wealth Managers:
where do you rank?

The financial services industry collectively spends more than $2bn per year on ESG data.

But, despite this expenditure, many Wealth Management firms are lagging behind their investments when it comes to their own sustainability reporting.

Increasingly this matters to both existing clients and when bidding to attract new ones.

Want to know how your sustainability reporting compares with your peers?

Request your benchmark score by clicking the button below.
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Why Does ESG Matter to Your Firm?

Wealth Management firms cannot afford to ignore ESG.

By developing an ESG agenda, your firm can:

Improve financial performance

According to recent research from McKinsey, financially successful companies that integrate ESG effectively into their growth strategies enjoy superior profitability to their peers.

Attract new clients

62% of adults with pensions or investments were interested in responsible investment, according to a 2022 FCA study.

Win the war for talent

Over the past few years, the number of authorised advisors under the age of 30 has dropped drastically, according to research by FTAdviser. To attract the best talent from this narrowing field, you need to establish an ESG agenda, as younger generations prefer to work for companies that are socially and environmentally responsible

Is your firm’s approach to ESG reporting fit-for-purpose?

Learn more by receiving your benchmark score today.

Get your score

How Do You Compare to Your Peers?

Are your ESG reporting standards competitive or are you behind the curve?

Learn more by requesting your benchmark score today.

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your score
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