ESG: Finding Its Way Into the Hearts and Minds of Financial Advisors

Extensive and deep industry forces are at play and driving interest in ESG investment.

Boston, November 7, 2019 – Though industry surveys and statistics forecast a rosy outlook for environment, social, and governance (ESG) investing within wealth management, client-facing financial advisors are not quite as enthusiastic. Nevertheless, wealth managers are pivoting their business models and technology platforms toward this segment and impressing upon their client-facing financial advisors that the younger generations of financial advisors and clients have a tangible desire to engage and invest in line with their beliefs.

This report shares data and insights on investment decisions, impact areas of focus, return expectations, challenges, trends, and of course, opportunities in this rapidly evolving space. It is based on Aite Group’s in-depth interviews with chief executive officers or executive managers of 11 firms in the United States and profiles the following firms: Calvert Research and Management, Calvert Impact Capital, CNote, First Affirmative Financial Network, Gitterman Wealth Management, Incapital, Matthews Asia, MCE Social Capital, Morgan Stanley, Parnassus Investments, and Social Finance.

This 45-page Impact Report contains nine figures and four tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions Amazon, Bank of America, Burberry Group, Charles Schwab, Community Capital Management, Credit Agricole, E-Trade, Eaton Vance, Envestnet, Expedia, Fidelity, Folio Financial, International Finance Corporation, JP Morgan, Mastercard, Netflix, Round Table Wealth Management, San Francisco Foundation, Sierra Club Foundation, TD Ameritrade, Tesla, The World Bank, Under Armour, United Nations, US SIF, and Vanguard.

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