ESG is Personal: 2023 Study of ESG Preferences and Advisory Practices
Read time 10 minutes
There’s a yawning gap between investor interest in ESG and confidence that their portfolios reflect their interest. Investors (and the advisors who serve them) don’t need more product choice; they need greater confidence in the choices put in front of them.
But, so far, the industry is missing the same level of innovation in client education and diagnostics that it has brought to ESG product and ratings.
Financial firms that can bridge the ESG interest-to-confidence gap by delivering a personalized, “closed loop” ESG experience stand to reap massive rewards in client advocacy, AUM and referrals.
In this study, Capital Preferences brings a client-centric lens and decision science-based method to study the client side of ESG to reveal:
Investors’ true ESG preferences across the globe
Investors' knowledge and attitudes towards ESG
The strong and weak points in their current advisor ESG interactions
The ingredients of a winning ESG experience
This study includes insights and data for investors in Australia, Hong Kong, Netherlands, Singapore, United Kingdom and United States.