Financial Services

J.D. Power Wealth Data Sneak Peek: Firms Fall Short on ESG

According to the 2020 Capgemini World Wealth Report, over one-quarter (27%) of all High Net Worth Investors and nearly half (49%) of those under 40 expressed an interest in ESG investing. Yet according to the upcoming 2021 J.D. Power U.S. Full-Service Investor Satisfaction Study, just 19% of High Net Worth Investors “Strongly Agree” their current primary wealth manager is committed to ESG investing, suggesting firms have a lot of work to do to meet this rapidly emerging investor priority.

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