Adviser confidence on sustainability decisions for clients on the rise

ESG queries from clients are starting to filter through onto adviser's radars

Hope William-Smith
clock • 1 min read

Almost two thirds (64%) of advisers are confident they have the tools and materials necessary to make informed choices about sustainability for their clients, Dynamic Planner finds.

The firm's annual spotlight report, the 2022 edition of which was published yesterday (14 December), honed in on adviser sentiment toward all things ESG. A total of 73% of advisers told Dynamic Planner they expect all funds to have some degree of ESG integration within the next five years. Many also agreed sustainability can be seen as an opportunity for client engagement, with an uptick observed in client queries relating to ESG. The report also found just under a third (32%) of advisers expect to complete risk and sustainability profiling remotely in three years. SDR a challen...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
 Be the first to hear about our events and awards programmes.



Already a Professional Adviser member?


More on Your profession

PA Working Lunches: Register now to hear from Schroders

PA Working Lunches: Register now to hear from Schroders

Join us for an informative session worth one hour of CPD

Professional Adviser
clock 24 March 2023 • 1 min read
Goater: "Never underestimate the importance of good record keeping."

A day in the life of an adviser: Guernsey-based Rebecca Goater

PA hears how advisers all across the nation structure their workdays

Hope William-Smith
clock 24 March 2023 • 4 min read
Quilter adviser school revamps qualifications as head exits

Quilter adviser school revamps qualifications as head exits

Julian Hince to ‘pursue career outside Quilter Financial Adviser School’

Jenna Brown
clock 23 March 2023 • 2 min read