Talking PointMay 7 2024

Adviser poll: how do your clients feel about sustainable funds?

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Adviser poll: how do your clients feel about sustainable funds?
Global sustainable funds have faced many headwinds in recent years. (Credit: Akil Mazumder via Pexels)

Global sustainable funds rebounded slightly in the first quarter of this year after a few difficult years, according to recent data published by Morningstar.

Hortense Bioy, global director of sustainability research at Morningstar, said sustainable funds had been facing many headwinds in the past couple of years, including elevated energy prices, high interest rates, and an ESG backlash in the US.

Additionally, the modest inflows into sustainable funds in the first quarter of 2024 reflected caution ahead of key elections in the US and Europe which will determine the pace of future green policies and encourage or discourage more sustainable practices.

What are your clients' sentiment towards global sustainable funds?

Please click on this link to complete the survey.