Wealth managers are expanding range of investment strategies with a focus on ESG

Wealth Manager Investment Survey by bfinance

Pedro Gonçalves
clock • 4 min read
Four in five wealth managers now integrate ESG considerations as part of their offering
Image:

Four in five wealth managers now integrate ESG considerations as part of their offering

Wealth managers are expanding the range of investment strategies available to clients with more than half planning ESG integration across strategies or creating specific ESG offerings, according to a new survey.

TheWealth Manager Investment Survey by bfinance revealed that firms are innovating as they fight to maintain market share and profitability in an era of fee compression and new tech-based competition. When it comes to the ESG agenda, three strategic camps have emerged across wealth managers: those planning integration of ESG across all wealth client strategies (55%), those who seek to create specific ESG offerings for those clients that seek this dimension (35%) and those who have no intentions in the space (10%). JP Morgan American trust ditches stocks on ESG concerns With this, f...

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
Wiggins took the role after his departure from abrdn just five months after the launch of its MyFolio Sustainable fund range.

Joe Wiggins departs St James's Place

Just over a year in role

James Baxter-Derrington
clock 11 August 2022 • 1 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
Trustpilot