There is a big gap between investor demand for ethical and sustainable investment and adviser knowledge on the subject. Because it’s not a requirement to do so, too few financial advisers offer clients such options.
This is despite many of them getting requests for such investment strategies from clients (74% of advisers in a Blue & Green Tomorrow survey said their clients had at some point asked about ethical investment) and investors wanting to be offered them by their financial planners (63% of British investors in a recent YouGov poll said they wanted to be offered such options).
Sustainable investment is investment for 21st century investors. But those investors need 21st century advisers to help deal with and benefit from the many environmental and social challenges the world faces today.
The Guide to Ethical & Sustainable Financial Advice 2013 and the many (but not enough) advisers who currently give advice in these areas are vital parts of the jigsaw. The big challenge will be encouraging a new wave of finance professionals to step up to the plate.
Click here to download The Guide to Ethical & Sustainable Financial Advice 2013 (11MB file).
On the go? Download the mobile version (5MB file).
To see a full list of all our 2013 reports, on topics such as investment, tourism, clean energy and financial advice, see here. The seven reports we produced in 2012, tackling issues from sustainable banking to responsible media, can be accessed here.