Majority of advisers prefer branded ESG funds ahead of integrated solutions for clients

Preview of NextWealth ESG Tracker Study findings

clock • 2 min read
56% of advisers prefer ESG-branded funds and solutions to sit alongside a core CIP
Image:

56% of advisers prefer ESG-branded funds and solutions to sit alongside a core CIP

More than half of advisers surveyed by NextWealth seek 'badged' ESG funds for their clients over solutions that are integrated into existing core offerings, particularly among smaller firms.

The findings from the NextWealth ESG Tracker Study, due to be published on 19 April, showed that 56% of the 203 advisers surveyed prefer ESG-branded funds and solutions to sit alongside a core CIP, with just 26% expecting to apply ESG criteria across all portfolios. Of firms with assets under administration (AUA) below £250m, 61% favoured branded funds, compared to 44% of advisers with AUA of more than £250m. Sustainable Investment Special Report: The changing face of greenwashing risks and how to combat them NextWealth found that for the quarter who prefer full integration, when l...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on ESG

Demand for key inputs will rise sharply, as nations look to accelerate their renewables programmes.
ESG

Greenflation: What are the drivers and how long will it last?

Metal price rises 'structural'

clock 12 August 2022 • 3 min read
Invests in companies with strong biodiversity credentials.
ESG

HSBC launches biodiversity screened ETF

SFDR Article 8

clock 11 August 2022 • 1 min read
Charles Radclyffe of EthicsGrade
ESG

Avoid the watermelons: Time to think differently about ESG

Focus on investor needs

Charles Radclyffe
clock 10 August 2022 • 4 min read
Trustpilot