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Only one in four (26%) wealth managers 'strongly agree’ that they have access to adequate tools and software to effectively assess clients’ ESG preferences
A new study from behavioural finance experts, Oxford Risk reveals that wealth managers still need to do more to incorporate clients’ sustainability preferences into their current processes, and many don’t have access to adequate tools or software in order to effectively assess clients’ ESG preferences.
Its study with wealth managers across France, Germany, Netherlands, Spain, Italy, Switzerland, and the Nordics found that despite this being integrated into MiFID II requirements, less than one in five (17%) ‘strongly agree’ that their firm has successfully incorporated a method of...
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