Adviser confidence on sustainability decisions for clients on the rise

The firm's annual spotlight report, the 2022 edition of which was published yesterday (14 December), honed in on adviser sentiment toward all things ESG. A total of 73% of advisers told Dynamic Planner they expect all funds to have some degree of ESG integration within the next five years. Many also agreed sustainability can be seen as an opportunity for client engagement, with an uptick observed in client queries relating to ESG. The report also found just under a third (32%) of advisers expect to complete risk and sustainability profiling remotely in three years. SDR a challen...