How advice is changing

ETF and ESG are some of the most popular letters around. Let's take a closer look at the data.

JUL 21, 2018

By Ellie Zhu

Adviser use of exchange-traded funds continues to rise, as does their interest in investments that take environmental, social and governance factors into consideration. Various surveys over the last couple decades bear out this trend.

Two decades  of ESG growth

Investment funds that incorporate ESG factors

Source: U.S. SIF Foundation's “U.S. Sustainable, Responsbile and Impact Investing Trends,” 2016 report.

Investments  advisers  use with  clients  in 2018

Advisers plan to boost use  of these investments

ETF usage has climbed since 2008

Source: 2018 Trends in Investing Survey of 265 advisers by the FPA Research and Practice Institute and the Journal of Financial Planning, conducted April and May 2018.

Client interest in ESG picking up

35%

of advisers take ESG into consideration while building client portfolios

32%

of advisers report a net increase in clients' interest in ESG investing in last year

Source: InvestmentNews Research's 2017 survey of 450 financial advisers about ESG investing.

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