Getting Advisors to Choose Your ESG Products

The mounting competition in the ESG field will make it more difficult for firms to stand out — and to grow ESG assets among advisors, many of whom are already reluctant to sell these products. Firms must do a better job of explaining and differentiating their ESG funds to break through.

This report addresses another top obstacle cited by 51% of advisors — their uncertainty about choosing products that will effectively address both their clients’ financial goals and the ESG issues and values their clients care about most.