“The study set out to examine the client side of ESG investing and establish investors’ attitudes in the UK, the US and Singapore towards ESG investing, their true ESG preferences, the strengths and weaknesses of their existing financial adviser on the subject and what would constitute for them the ideal ESG investment experience. Investors’ ESG preferences were shown to vary widely and be distributed right across the spectrum of available forms of sustainable investment.”

[COMMENTARY]This study suggests that the ‘know-thy-client’ rule is not properly applied by advisors and that investors aren’t doing enough research themselves. It’s laziness by both groups. Blaming each other is at least a start in hopefully correcting the situation!
Majority of investors see gap between ESG preferences and current portfolio, press release, November 15, 2021, Capital Preferences, USA.