Decoding ESG selection: What do advisors need to know to improve investment decisions?

Asset management
White Paper
Read 15 min

There’s no question: ESG is becoming increasingly pivotal in the decision-making process for investors. But how much of a factor is it? 

What are the most common challenges, biases, and potential solutions for financial advisors in selecting ESG products for their clients?  

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Source: Vontobel original research carried out in January and February 2024, based on a survey of 300 financial advisors in 15 markets in Europe, Asia and the Americas.
 

Our latest study explores the dynamics of integrating ESG factors into the investment advisory process and how advisors can build cutting-edge portfolios that align with clients' ESG preferences. It takes a look at how these dynamics have changed in recent years, supported by concrete data points that are useful to have at your fingertips. 


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Topics:
Asset management ESG & Sustainable Investing White Paper
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