3 minute read
For nearly all UK asset managers, their clients are key stakeholders as they ultimately hold the power to engage (or not) with the business. For firms who deal with the advisory market, Independent Financial Advisors (IFAs) are a key audience.
In Summer 2021, White Marble carried out research on what criteria mattered to UK IFAs when assessing asset managers from a sustainability/ responsible investment perspective. They also gathered data on which UK asset managers were deemed by this group of IFAs, to be succeeding in the sustainability/ responsible investment space.
When choosing a provider, what matters most to you at a product level?
When choosing a provider, what credentials matter to you most at a corporate level?
When choosing a provider, what credentials matter to you most at a process level?
For more detail and information on the research visit the website: https://whitemarblemarketing.com/consultancy/esg-research-summer-2021/
