Increasingly, Americans are seeking to link their values to their investment portfolios. But not all advisers feel equipped to dole out advice on responsible investing.
See what motivates advisers who back environmental, social and governance investing, and what stops those who do not.
Unless otherwise noted, all data come from a 2017 survey of 450 financial advisers from InvestmentNews Research's “The Rise of ESG Investing” report.
Investment funds that incorporate ESG factors
Source: U.S. SIF Foundation's “U.S. Sustainable, Responsbile and Impact Investing Trends,” 2016 report.
net increase in clients' interest in ESG investing over the last year.
of advisers who do not recommend ESG strategies saw an increase in client interest in ESG over the last year.
of clients have ESG investments in their portfolios among advisers who utilize such investments.
Source: Eaton Vance's Q3 2017 Advisor Top-of-Mind Index survey of 1,005 advisers