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How your ESG strategy impacts your clients’ investment decisions


Last week we discussed how important ESG has become in clients’ current and future investment decisions. This week, we’re uncovering the real impact of ESG on clients’ investment decisions.

For companies that are lagging in evaluating and prioritizing their ESG profiles, it’s high time to take stock and plan appropriate strategy. The numbers don’t lie: our analysis shows that 71% of brokers report at least a quarter of their clients considering ESG in their investment decisions, with a further 16% of brokers stating that over three-quarters of their clients do.



To understand if this trend expanded similarly across industries, we conducted a deeper analysis of the Financial Services, Tech, and Healthcare industries. Our investigation determined that not all industries are showing the same level of ESG impact on clients’ investment decisions; for example, a higher percentage of healthcare broker clients were impacted by ESG compared to Financial services and Tech companies.


Impact of ESG on Financial Services Industries

Financial services brokers’ seem to be the least impacted by ESG when advising their clients’ investing decisions. They are more likely to have a moderate percentage of clients considering ESG in their investment decisions, and they are 2x less (7%) likely to report a high number of their clients considering the same.


Impact of ESG on Tech Industries

Brokers and advisors with exposure to Tech industries also report a lower-than-average percentage of their clients being impacted by ESG factors. While that percentage is similar to the Financial service industries, it’s worth noting that 10% of tech brokers are reporting that a high number of their clients are considering ESG in their investment decisions.


Impact of ESG on Healthcare Industries

True to the trends that we have discussed over the last few weeks, Healthcare brokers and advisors are seeing the highest impact of ESG on their clients’ investment decisions. Half of the brokers we surveyed report that ESG influences at least a quarter of their clients, and they are 2x more likely (32%) to report a higher-than-average percentage of their clients considering ESG in their investment decisions.





Stay tuned as we dip deeper and bring new perspective on ESG and its importance!


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