Grow your practice with sustainable investing
Sustainable investing and ESG (Environmental, Social and Governance) concerns are an increasingly important consideration for clients and the financial planning process.
In Australia, ESG investing has been growing rapidly in popularity over the past few years, with a 66% increase in assets in sustainable investments in the year leading up to June 20211.
And with 86% of Australians2 expecting their super or investments to be invested responsibly and ethically, is now the time to look to ESG and sustainable investing to grow your practice?
Being able to offer your clients a way of investing that aligns with their ESG preferences and values could help with engaging existing clients, as well as attracting new clients.
Whether you and your clients are in the discovery phase of considering ESG when investing, or further progressed, this useful guide can be used to inform conversations with your clients and to help understand their ESG preferences.
Morningstar Investment Management’s sustainable investment solutions bring together powerhouses in ESG research, investment data and investment management: drawing on the combined research, experience and track records of Morningstar Equity Research, Morningstar Indexes and Sustainalytics.
Download the Grow Your Practice with ESG Guide here.
1ESG Investments Improve Performance; Or Do They? Morningstar Manager Research; 1 October 2021
2 From Values to Riches 2020: Charting consumer expectations and demand for responsible investing in Australia, page 5, Responsible Investment Association Australia, https://responsibleinvestment.org/wp-content/uploads/2020/03/From-Values-to-Riches-2020-full-report.pdf.
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