Clients who care most about ESG investing
Age of clients
Younger clients are more likely to be interested in socially responsible investing than their older counterparts. About 32% of younger individuals reported socially responsible investing is a “must have” when building a financial plan and about 48% of younger clients said it’s “nice to have.” Only about 24% of retirees say socially responsible investing is a “must have,” while about 43% of retired clients feel that socially responsible investing is “nice to have.”