More than half of advisers surveyed by NextWealth seek 'badged' ESG funds for their clients over solutions that are integrated into existing core offerings, particularly among smaller firms.
The findings from the NextWealth ESG Tracker Study, due to be published on 19 April, showed that 56% of the 203 advisers surveyed prefer ESG-branded funds and solutions to sit alongside a core CIP, with just 26% expecting to apply ESG criteria across all portfolios. Of firms with assets under administration (AUA) below £250m, 61% favoured branded funds, compared to 44% of advisers with AUA of more than £250m. Sustainable Investment Special Report: The changing face of greenwashing risks and how to combat them NextWealth found that for the quarter who prefer full integration, when l...
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