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New global research from Ortec Finance, the leading global provider of risk and return management solutions for professional investors, shows that clients are increasingly focusing on the ESG credentials of their investment portfolios. But many wealth managers and financial advisors do not have the tools and systems needed to effectively track and manage ESG and climate risks and the industry needs to invest heavily to improve.
Around 90% questioned in the study with wealth managers and financial advisors whose organizations collectively manage approximately £1.207 trillion said they are seeing more clients focusing on the ESG credentials of their investment portfolios, with 12% reporting a dramatic increase. This is set to increase further still, with almost nine in...
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