The Advisor Imperative

Advisors and ESG: What's Holding Them Back?

Session 04
Day 2

About the Session

Despite strong preferences for ESG topics from all types of asset owners, many advisors remain reluctant to offer ESG investment strategies, some claiming the demand isn't there. In this fireside chat, Julie Cooling of RIA Channel will talk with Michele Giuditta of Cerulli Associates regarding Cerulli's latest research into advisor ESG adoption and why uptake has been slow in comparison to asset management activity and client interest. Alongside the research, they will share their insights into what advisors can do to address this missed opportunity. With climate risk and environmental topics becoming ever more important considerations in investments and wealth management decisions, the panelists will also explore why integrating climate risk into advisory practices will only grow in importance given the trends they're seeing in the broader financial services industry.

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