Embedding sustainabity
Wealth Managers – You Cannot Afford to Ignore ESG
62% of adults with pensions or investments were interested in Responsible Investment, according to the FCA’s 2022 Financial Lives Survey.
This proportion will only increase as Gen Z and Millennials inherit their parents wealth and start to think more seriously about their financial future.
To learn more about your current sustainability standing, take our 5-minute ESG starter quiz by clicking the button below.
What ESG Means for Wealth Managers.
A developed sustainability strategy not only makes your firm more attractive to the next generation of clients – it can also improve your offering to those clients…
Integrating ESG in your investment processes can not only enhance your financial performance, it also leads to lower overall risk.
Research by the European securities and Markets Authority showed that ESG funds consistently outperformed non-ESG funds during the market turmoil caused by the Covid-19 Pandemic.
In an extremely competitive environment, wealth managers need to consider the value that ESG can bring to their business
To learn more about how ESG can put you on the path to sustainable success, you can book a free 15-minute ESG session with our industry expert, Marcus Gunn.
Click here to email us to book your free 15-minute ESG troubleshooting session
Marcus spent extensive time at both Morgan Stanley and Barclays, and will happily discuss how our research findings can help your business with long-term value creation, supply chain readiness, staff retention and many other key drivers