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Sep 17, 2020

This report explores recent and emerging trends in ESG investing among wealth management firms as well as some of the tools these firms use to support their ESG investment strategies. Additionally, we address regulatory guidelines relating to ESG as well as potential pitfalls associated with incorporating ESG into a wealth management strategy.

COVID-19 has expanded the spotlight on companies’ ESG strategies. It has forced investors to consider how governance principles supported robust risk management, the social and reputational impact of mass layoffs, as well as the broader connection between commerce and the environment. Notably, the crisis has occurred alongside the strong performance of ESG indices, several of which outperformed normal indices in 1Q2020, further increasing the attractiveness of ESG investment strategies. Going forward, recent data suggest the appeal of ESG investing is set to grow among all client segments in the wealth management industry.

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