Research tells us that over 70% of investors, if given the choice, would want some or all of their investment/pension portfolios invested in sustainable or ESG funds. However further research shows that financial advisers, when asked, state less than 10% of their clients would welcome sustainable investments.
There is a conflict here. Our belief is that financial advisers are out of tune with their investors wishes. Historically it has been challenging for IFA’s to understand this area of investing. Positive Pennine offers the IFA the solution to this dilemma.
We have even created some simple research a financial adviser can do with their clients, which will enlighten them.