There is a disturbing disconnect between advisers and investors on sustainable investing. According to Morgan Stanley, over two thirds of investors have an interest in sustainable investing, whilst Cerulli Associates reported adviser interest at half this level.
Source: Cordes Foundation, 28th December 2105
Initial results from Pennine Wealth Solutions’ Investor Survey backs this up. 76% of the investors who responded (43% of the total) indicated that they are interested in positive investing and that they would like their IFA to talk to them about it. Not only does this mean that the IFA is duty bound to offer a suitable solution, but it represents a clear opportunity to cement existing relationships with clients and to attract new investors.