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

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...

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