With Interest in ESG surging advisors can benefit when they engage with investors about their values and goals.
Key Takeaways:
• Interest in ESG investing has surged in recent years and the number of conventional funds that consider ESG factors has increased commensurately. Yet, advisors have arguably been slow to offer ESG investment options to their clients.
• Some advisors have been tentative in their approach to ESG investing because they are unaccustomed to having values conversations with clients and are uncertain what investment solutions will meet their clients’ needs.
• While there are multiple approaches and strategies associated with ESG investing, the common goal is to enable investors to incorporate material ESG factors while achieving their investment objectives.
• Fidelity’s four “ESG mindsets” can help advisors understand their clients’ motivations for ESG and values-based investing, and guide them to have more productive, meaningful, and engaging client conversations.
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