Advisers could better assess client appetite for ESG investment by implementing a simple client survey on the subject, delegates at a NextWealth webinar heard.
The survey would put advisers in a better position to know how to formulate an overall ESG strategy for their business, according to presenter James King of King Financial Planning. Speaking at the event on 19 May, he outlined findings from his own firm's survey of 55 clients. Half had changed their mind about environmental matters over the past year Only one in 10 had heard of ESG investing Half of those who hadn't heard of ESG said it sounded interesting and would like to know more Half said they might be willing to pay more to have their money invested in an ESG-integrated way...
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