How to Work with Clients to Integrate ESG Investing | ETF Trends

By Brie Williams, Head of Practice Management, State Street

Adoption of ESG investing and asset growth has accelerated. You can help clients pursue their goals by effectively integrating ESG principles into portfolios.

Some of these objectives span different ESG strategies to varying degrees. And they are not mutually exclusive—multiple ESG strategies can be combined in a single investment vehicle to achieve the investor’s specific goals. Whatever the client’s aim, financial advisors will need to optimize ESG investment opportunities across a range of asset classes and the risk spectrum.


Keep in mind: What are the client’s desired outcome priorities? Is ESG all or just part of a client’s portfolio allocation?