Most of the advisers Square Mile surveyed (87%) said their clients understand a responsible investment (RI) portfolio does not mean sacrificing returns, according to the latest research by the firm.
The research found a greater acceptance of RI, even when it could lead to underperformance, with 61.3% of advisers claiming their clients would be willing to sacrifice their returns in order to achieve their RI aims. Half (54%) of advisers said their clients had expressed an interest in investing in a specific RI theme, particularly climate change, which came out on top. Many clients also wished to exclude certain criteria, such as fossil fuels (41%) and tobacco-manufacturing companies (27%), according to three-quarters of surveyed advisers. The research also found that incorporation ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
