Read about Avidian’s acquisition of Equistar Wealth Management and our unparalleled client service in Austin here.

Close button

Published on: 09/10/2021

Financial advisers hone their focus on ESG strategies

The groundswell of investor interest in ESG investments has not been lost on most financial advisers, but when it comes to getting up to speed, there remains a gap.
According to a new report from PGIM Investments, 54% of advisers surveyed say they expect to increase allocations to environmental, social, and governance investments over the next three years, while 33% say they plan to maintain the same exposure. Only 2% say they plan to decrease ESG exposure in client portfolios, and 11% say they will not be investing in ESG products or strategies.

See Full Article

Please read important disclosures here

Chevron right

Optimize Your Wealth

Gain access to a suite of wealth solutions and private investment opportunities with Avidian.
Let's Talk

Get Avidian's Free Market Report in Your Inbox