'ESG integration important to viability of advice businesses' - NextWealth research paper

The research, which involved an online survey of 365 advisers at the beginning of August and a separate survey of 100 advisers at the beginning of May, found client assets invested in ESG funds or portfolio has almost doubled in the last year - up from 7% to 12%. It also found that, in a little more than 16% of client conversations, the topic of ESG, ethical, impact or sustainable investing is raised, up twice as much from 7.5% last year. That said, three-quarters (78%) of advisers said they have such questions in their ‘know your customer' process, although the majority of that group...