Key strategies to grow retail ESG investments

The market for ESG investments has been rising steadily since 2012. Financial advisors play a key role in the marketplace and can help drive the demand for ESG investing, even further.

Yet, despite the popularity of ESG funds among retail investors, financial advisors have been reluctant to promote these funds. Advisors struggle with limited information and lack of tools to serve their client needs effectively.     

In this white paper, we outline the issues that financial advisers struggle with and the different steps that can be taken by asset managers to empower them, including:

• Providing education and training materials so that financial advisers understand ESG terminologies
• Disseminating insights so that advisers understand ESG strategies and can track those back to market performance
• Offering advisory tools that equip financial advisors to select and review investment strategies against client goals

Want to know more about creating a content strategy for financial advisors and how we can help? Schedule a conversation today!