What HNW Investors are Saying About ESG

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About This Episode

In April of this year, the FlexShares team at Northern Trust conducted a survey of more than 500 high-net worth investors who work with financial advisors. The survey asked investors a range of questions about ESG investing including, but not limited to: how much they understand it, why they are or aren’t interested, whether their advisors are recommending it, and how and where they’re learning about ESG investing. My guest today will explain how she and her team used the data to identify trends across different generations, genders, and wealth brackets when it comes to ESG investing.

About Our Guest

Laura Hanichak Gregg is director of practice management and advisor research at FlexShares Exchange Traded Funds, managed by Northern Trust. In this role, Laura leads the firm’s proprietary advisor and investor research and builds programs to help advisors and asset managers strengthen and grow their businesses. In addition to regularly providing insights at industry conferences and within leading trade publications, Laura hosts FlexShares’ podcast, The Flexible Advisor, which asks experts and advisors to weigh in on key industry trends across sustainable investing, diversity, equity, and inclusion, and more.

Show Notes

Here are links to some resources from the FlexShares team:

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Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting www.flexshares.com. Read the prospectus carefully before you invest.

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Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns. An ESG investment methodology that includes and excludes issuers and assigns weights to issuers by applying non-financial factors, such as ESG factors, such ESG investment methodology may underperform the broader equity market or other investment products that do or do not use ESG investment criteria. An ESG investment methodology will influence exposure to certain companies and sectors.

Currently, there is a lack of common industry standards relating to the development and application of ESG criteria, which may make it difficult to compare an ESG investment methodology with the investment strategies of other investment products or funds that integrate certain ESG criteria. The subjective value that investors may assign to certain types of ESG characteristics may differ substantially from that of an ESG investment methodology or a data provider. Not all FlexShares ETFs have an ESG focus. For more information on which FlexShares ETFs have an ESG focus, please visit flexshares.com