7th March 2022

Study: Half of retail investors plan to switch funds to ESG this year
  • Two out of five believe the importance of advisers’ ESG credentials will grow


Half of retail investors are planning to switch some of their investments including pensions into ESG investments this year as the focus on ethical investing continues to intensify, new research from behavioural finance experts Oxford Risk shows (please see the attached press release).


Its research found 50% of investors intend to move some of their funds including pensions into ESG this year with one in seven (14%) planning to move 60% or more of their funds.


Oxford Risk’s study found 41% of investors believe the ESG credentials of advisers and wealth managers are important when it comes to the investment advice they offer. Around a quarter (24%) however say ESG credentials are unimportant when rating investment advice.


Those figures are likely to change over the next two years – 42% questioned believe ESG credentials will become even more important to help wealth managers win business compared with just 4% who say ESG will become less important.

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