Across most wealth bands, our research found the key in-demand products for ESG investing are ESG funds, ETFs and bonds—though, interestingly, the wealthiest investors (US$10m+) rank private market ESG opportunities in second place.
However, investors say ESG investing is harder than it should be. Understanding the parameters of ESG investing is overly complex, there is insufficient information (for example, as regards historical returns), and firms offer too little in the way of product choice, according to our research.
Delivery by firms is another area that could be amended: Investors want an end-to-end advisory offering that integrates portfolio construction and modelling, standardized ratings and integrated reporting. Advisory, we found, was the most-valued service across countries, age, gender and wealth band.