Search posts by category

Sep 22, 2022

Advisors Who Sell ESG Products are Skeptics Too

After more than 30 years, environmental, social and governance investing (ESG) seems to be finally having its day. Stories abound about the record flows, soaring investor interest and surge of new products in the ESG space. But many financial advisors are much less enthusiastic. As noted in our "Warning: It Won’t Be Easy to Get Advisors to Sell ESG" blog, just two in five advisors currently sell ESG products to their clients(according to research that we conducted in partnership with Horsesmouth), and less than one-third of those advisors ask every client if they are interested in aligning their investments with their values.

Jan 7, 2022

Risky Business: Getting Advisors to Talk about ESG to Clients

Despite all the headlines about the soaring popularity of environmental, social and governance (ESG) investing, these strategies are still proving to be a hard sell with many advisors. Our recent blog post discussed the factors behind the resistance of the three in five advisors that are not currently using ESG—and what asset managers need to do to win them over.

Oct 8, 2021

Warning: It Won’t Be Easy to Get Advisors to Sell ESG

Asset managers are betting big on environmental, social and governance investing (ESG) to drive organic growth over the next few years and beyond, with 72.4% of firms saying that these funds are a top product development priority over the next year. But advisors aren’t nearly as enthusiastic, requiring firms to be much more strategic about how they approach them.

RSS

Theme picker