Navigating ESG Trends in Wealth Management

Katrina Pirner

Senior Research Analyst

Katrina Pirner has a research focus on financial regulation and the digital transformation within the private wealth management industry. Katrina previously worked in research and investor relations at North America-based financial institutions, including Clarus Securities, Height Securities, and Citco Fund Services. Katrina also acquired experience in EU regulations while completing an internship in Brussels with FIPRA International, a public affairs firm. She holds a bachelor of arts in economics from the University of Toronto and a master of arts in international relations and international economics from Johns Hopkins University.

Recent research assignments and publications include the following:

Digital Education Tools for Financial Literacy
Client Segmentation: How Wealth Managers Can Capitalize On Emerging Demographic Shifts
Regtech Solutions for KYC
US Data Protection Regulation

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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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