The good news
Results show that a very large majority of high net worth and millennial investors are interested in ESG investing.
The bad news
Only a fragment had been informed about ESG investments from their financial advisors.
Why it matters
You are missing a significant opportunity to introduce your clients to ClearBridge's ESG investment strategies to better serve their interests.
Key findings from investors:
The concept of ESG investing holds similarly high appeal
with both millennials and high net worth investors
Would like to learn more about ESG investments
Would like to invest more in ESG
Believe ESG investments are likely to perform as well as or better than non-ESG investments
Informed about ESG investments from their advisor
High net worth awareness most
often driven by press
Millennials cite self-directed
research most frequently
Key findings from advisors:
Nearly 90% of advisors cite ESG investment discussions
are most initiated by their clients.
66% indicate that most clients don't
believe ESG options perform worse
90% indicate that most clients don't
believe ESG options carry more risk
69% of advisors feel the importance of ESG investing has increased
over the past five years and expect this to continue over the next five years
Put 20+ years of ESG investing expertise into your client portfolios.
View our ClearBridge Sustainability Leaders Fund.
ClearBridge's set-apart ESG Investment program offers clear advantages.
Learn more about sustainability investing.
My firm has sponsored a series of surveys, trying to understand what is driving retail investors. Some of the answers have come back exactly as expected — consumers value high performance, they don’t believe they have enough saved for retirement — but others have surprised us.
About the survey
Our goal was to gather insight into current attitudes and potential usage of impact investing strategies (ESG/Socially-Responsible). At the end of 2015, on behalf of Legg Mason, Naissance Partners conducted a survey of 250 financial advisors, 233 millennial investors and 235 high net worth investors from across the United States.
The opinions and views expressed herein are not intended to be relied upon as a prediction or forecast of actual future events or performance, or a guarantee of future results, or investment advice.
IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.
FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.
The opinions and views expressed herein are not intended to be relied upon as a prediction or forecast of actual future events or performance, guarantee of future results, recommendations or advice. Statements made in this material are not intended as buy or sell recommendations of any securities.
Forward-looking statements are subject to uncertainties that could cause actual developments and results to differ materially from the expectations expressed. This information has been prepared from sources believed reliable but the accuracy and completeness of the information cannot be guaranteed. Information and opinions expressed by either Legg Mason or its affiliates are current as at the date indicated, are subject to change without notice, and do not take into account the particular investment objectives, financial situation or needs of individual investors.