in

The evolution of financial advice in the era of sustainability

In recent years, interest in ESG (Environmental, Social, Governance) investments has undergone significant evolution. While initially there was strong enthusiasm, today the landscape is characterized by greater awareness and complexity. According to recent research conducted by Anasf and ET.group, retail investors are becoming more selective and financial advisors are facing new challenges in understanding and managing
the ESG universe.

The increasing selectivity of investors

The research revealed that about one in three financial advisors noticed an increase in customer interest in ESG products compared to 2023.

However, it is important to note that this represents the lowest value recorded in recent years, signaling a transition from a phase of euphoria to a more pragmatic one. Investors are now looking for products that not only bear the ESG label, but that demonstrate a real commitment to sustainability
.

The transition to sustainable investments

An interesting fact that emerged from the research is that 35% of advisors say that clients invest with a view to transition. This means that investors are choosing ESG products whose underlying assets are not yet fully sustainable, but are undergoing transformation. This trend indicates a greater openness to investments that can contribute to a more sustainable future, even if this involves a certain degree of risk.

The need for continuing education

Another crucial aspect that emerged from the research is the decrease in the perception of knowledge of ESG products among consultants. For the first time in the last five years, the percentage of consultants who believe they have excellent knowledge of ESG products has fallen, while the percentage of those who consider it sufficient or insufficient has increased. Luigi Conte, president of Anasf, emphasized the importance of continuous training in the consulting sector. Training is essential to help advisors fully understand the characteristics of ESG products and effectively communicate their value to
savers.

The Future of Financial Advisory and ESG Investing

The results of the research will be officially presented on November 19 at the Italian Stock Exchange, in Milan, during the SRI show. This event represents an important opportunity to learn more about the change in the ESG trend in the world of financial advice. With the evolution of investor expectations and the increasing complexity of the market, financial advisors must adapt and continuously improve their skills to remain competitive and provide real value to their clients
.

Leave a Reply

Your email address will not be published. Required fields are marked *

Fusione Vodafone e Three Antitrust Britannico 672acedfd5440

Vodafone and Three merger: British antitrust approval pending

Stabilita Tassi di Interesse Australia 2023 672aeb0164537

The stability of interest rates in Australia and its economic implications