Nearly half of advisers believe AI will provide personalised insight and automation
The Sustainability Focus label is most likely to be used for screening purposes
Just more than a quarter associated ESG with being ‘woke’
‘Responsibility’ and ‘sustainability’ terms more favourable among clients, association CEO cautions
More jargon-busting work to be done
‘We expect future reports to show an improvement in the quality and clarity of research’
Bill expected next year
ESG to become more important for charity investment management
Only 1% say they have ‘very effective’ ESG systems and tools
MainStreet Partners and Square Mile unveil SDR services for advisers