Title

Environmental, Social, and Governance Investing: Investor Demand, the Great Wealth Transfer, and Strategies for ESG Investing.

Authors

Tucker III, James J.; Jones, Scott

Abstract

This review first examines the dramatic increase in investor awareness and demand for socially responsible investing. The review next examines the current and projected levels of generational wealth, followed by the impact of the "great wealth transfer" on the wealth levels of the various generations and the implications for environmental, social, and corporate governance (ESG) investing. Strategies for financial advisors to survive and thrive through the great wealth transfer by enlisting the next generation as clients are then reviewed. Lastly, approaches to building a client-directed ESG investment portfolio are examined and available ESG open-ended and exchanged-traded funds are reviewed.

Subjects

ENVIRONMENTAL, social, & governance factors; INVESTORS; INVESTMENTS; INVESTMENT advisors

Publication

Journal of Financial Service Professionals, 2020, Vol 74, Issue 3, p56

ISSN

1537-1816

Publication type

Academic Journal