Analysis of 17,500 advised investors’ views on the importance of sustainability has revealed that while ESG factors are important as risk appetite increases their prominence in decision making wanes, according to Dynamic Planner.
The analysis showed that of those investors in risk profile ten on the Dynamic Planner system - its highest risk level - about 60% viewed sustainability as of low importance. It also found that a larger proportion of men (39%) than women (26%) viewed sustainability as something of low importance, while about a third (32%) of women said they viewed sustainability as of medium to very high importance compared to 21% of men. The age of advised clients in terms of ESG importance was not a factor, the financial planning technology provider found. It said there were no apparent differences ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
