Ortec Finance

Nearly two-thirds expect client growth of 20% or more by 2027

More than eight in ten advisers plan to increase investments in new tools

More clients focusing on climate risk in investment portfolios

Only 1% say they have ‘very effective’ ESG systems and tools

Reasons for missing board report include insufficient evidence

One in twelve advisers fear that they will not meet 31 July deadline

Nearly all advisers say they are ‘increasing focus’ on ESG