How advice is changing
ETF and ESG are some of the most popular letters around. Let's take a closer look at the data.
Adviser use of exchange-traded funds continues to rise, as does their interest in investments that take environmental, social and governance factors into consideration. Various surveys over the last couple decades bear out this trend.
Two decades
of ESG growth
Investment funds that incorporate ESG factors
Source: U.S. SIF Foundation’s “U.S. Sustainable, Responsbile and Impact Investing Trends,” 2016 report.
Investments
advisers
use with
clients
in 2018
Advisers plan to boost use
of these investments
ETF usage has climbed since 2008
Source: 2018 Trends in Investing Survey of 265 advisers by the FPA Research and Practice Institute and the Journal of Financial Planning, conducted April and May 2018.
Client interest in ESG picking up
35%
of advisers take ESG into consideration while building client portfolios
32%
of advisers report a net increase in clients’ interest in ESG investing in last year
Source: InvestmentNews Research’s 2017 survey of 450 financial advisers about ESG investing.
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