" 90% of investors said ESG is a key issue, but fewer than 10% were able to confidently say what good ESG integration looks like."
Environmental, Social and Governance (ESG) has been one of the most hotly debated topics in the investment and wealth management industry over the past 12 to 24 months.
But some investment firms have embraced ESG more than others, meaning your competitors may be in a better position to take advantage of the opportunity that exists.
To set your firm up for success, and to help you integrate ESG effectively across your products, investment processes and operating model, we have developed our proprietary ESG assessment framework – which is available to download now.
The framework is focused around six key areas and within each of these areas, we define what best practice looks like when it comes to ESG integration. An assessment using the framework will help you gain a better understanding of:
- Where you stand now in comparison to your competition
- Where you want to get to in terms of ESG integration
- How to bridge any gaps that may exist
Proactive asset and wealth managers have a huge opportunity when it comes to ESG. But we don't believe this opportunity will last long and failure to act could see you left behind.
To make the most of this current opportunity and successfully ride the ESG wave, download our recent report and framework below.
And if you have any questions, get in touch with Associate Partner, Leo Chancellor via leo.chancellor@penpartnership.com