1 hour, 7 minutes

About This Event

Sustainable investing has blossomed in recent years as awareness has been driven by environmental, societal and governance events, with more investors seeking information about ESG strategies and committing assets to ESG strategies. Sustainable Investing now accounts for more than one out of every four dollars under management in the U.S., according to the US SIF, with 26% managed on behalf of individual investors – roughly $3 trillion – at the end of 2018. There is a perceived generational divide in investor views of sustainable investment strategies—younger investors such as Millennials and Generation X are viewed to care more about the impact of their investments than older investors such as the Baby Boomers. But is this perception accurate? To find out, we surveyed around 600 investors across different age, income, and wealth brackets (with at least $250,000 in investable assets). The results uncovered revealed the perception about sustainable investing differs from reality.


  • Underperformance perception is top obstacle
  • The traditional view: Younger investors have highest awareness of ESG funds
  • Advisor recommendations still greatest factor in ESG investor interest
  • Direct correlation between length of advisor’s client relationship and ESG adoption
  • ESG interest does not reflect having more investable assets or high household income
  • The emerging view: The rise of the “values-driven” investor
  • Environmental factors have the highest levels of interest

Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for webcast attendees.


Head of International Business Development

Keith is responsible for the strategic implementation of Candriam’s corporate strategy in North America and Asia. He joined Candriam in 2015 from Cheyne Capital Management LLP where he was a Partner in the Business Development division from 2011. Prior to Cheyne Capital he worked at Matterhorn Investment Management LLP. He earned a Master's degree in Geography and Economics from The University of Edinburgh and holds the CFTC Series 3 Certificate from the U.S Commodity Futures Trading Commission.