Why
sustainable
strategies
matter

Performance 
A growing body of research suggests that ESG investing does not require a tradeoff in performance, and there is evidence it may enhance returns (for example, by avoiding the blowups that can occur from an environmental disaster or irresponsible corporate governance).

Big News 
This a front-burner topic right now — the CEO of the world’s largest asset management company just wrote a much-discussed letter to CEOs demanding that companies show how they will make a positive contribution to society.

The Way of the Future
Millennials are twice as likely as the overall investor population to invest in companies targeting social or environmental goals. In 2017, 86% said they were interested or very interested in sustainable investing, up from 71% in 2015. 

Where the Money Is 
Impact investing is a fast-growing area of focus for advisors serving the UHNW category. ESG funds in particular are gaining increasing market share as wealthy families look to align investments with their values and those of their heirs.

Fast Growth
Investors are pouring money into this area, with assets in sustainable strategies growing at 15% a year to more than $9 trillion in the U.S. and more than $22 trillion globally.