ESG is Personal: 2021/2022 Study of ESG Preferences and Advisory Practices

DateJun 3rd, 2022

Author

Pat Spenner

Read time 10 minutes

There’s a yawning gap between investor interest in ESG and confidence that their portfolios reflect their interest. Investors (and the advisors who serve them) don’t need more product choice; they need greater confidence in the choices put in front of them.

But, so far, the industry is missing the same level of innovation in client education and diagnostics that it has brought to ESG product and ratings.

Financial firms that can bridge the ESG interest-to-confidence gap by delivering a personalized, “closed loop” ESG experience stand to reap massive rewards in client advocacy, AUM and referrals.

In this study, Capital Preferences brings a client-centric lens and decision science-based method to study the client side of ESG to reveal:

  • Investors’ true ESG preferences across the globe

  • Investors' knowledge and attitudes towards ESG

  • The strong and weak points in their current advisor ESG interactions

  • The ingredients of a winning ESG experience

This study includes insights and data for investors in Australia, Hong Kong, Netherlands, Singapore, United Kingdom and United States.

gatsby-image

ESG is Personal: 2021/2022 Study of ESG Preferences and Advisory Practices

gatsby-image

About author

Pat Spenner

Pat heads marketing and strategy at Capital Preferences, driving go-to-market strategy, messaging and thought leadership.

He is a co-author of The Challenger Customer, a Wall Street Journal best-selling book on B2B marketing and sales, and has contributed to Harvard Business Review and blogged for Forbes. He lives on New Zealand’s South Island with his wife, four children and two overactive border collies.