Uptick in advisers reporting to clients on sustainable investments

More advisers reporting to all clients on sustainable investments

Sahar Nazir
clock • 1 min read

An increasing number of advisers are reporting to all clients on the sustainable nature of their investments, but there is still room for improvement.

In a study of financial advisers conducted by NextWealth, the number of those who reported to clients rose by over a quarter (29%) in 12 months. The latest NextWealth Sustainable Investing Tracker Study also found that over one third (38%) of advisers now report to all clients, while the number of those not able to report fell from 41% to 28% year on year. NextWealth managing director and founder Heather Hopkins said: "While it's good news that the percentage of advisers who report on the sustainability of investments to clients is growing, many advisers lack confidence in their proce...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Investment

Schroders chief executive Peter Harrison to retire in 2025

Schroders chief executive Peter Harrison to retire in 2025

Harrison began his career at Schroders as a graduate in 1988

Cristian Angeloni
clock 24 April 2024 • 2 min read
Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 19 April 2024 • 2 min read
Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read