GITNUXREPORT 2025

Sustainability In The Wealth Management Industry Statistics

Most wealth firms embed ESG, boosting growth, client loyalty, and sustainable assets.

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

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Statistic 1

46% of clients want more personalized sustainability investment options

Statistic 2

54% of wealth managers reported increased client demand for ESG investments in 2023

Statistic 3

68% of clients are willing to pay a premium for sustainable investment options

Statistic 4

65% of high-net-worth individuals consider ESG factors important in their investment decisions

Statistic 5

58% of clients review their portfolios’ sustainability performance annually

Statistic 6

44% of clients prefer to invest in funds with transparent sustainability reports

Statistic 7

78% of clients who invest sustainably are more satisfied with their wealth management experience

Statistic 8

64% of clients are more likely to invest if their wealth manager demonstrates strong ESG commitments

Statistic 9

66% of investors want more guidance on integrating sustainability into their portfolios

Statistic 10

73% of clients are willing to switch firms to one with better sustainability credentials

Statistic 11

67% of wealth managers believe that integrating social impact metrics enhances client loyalty

Statistic 12

61% of investors seek transparency about companies' sustainability practices before investing

Statistic 13

74% of clients prioritize investments that demonstrate positive environmental and social impacts

Statistic 14

45% of wealth managers believe that offering sustainability education increases client trust

Statistic 15

72% of clients view their wealth management firm’s sustainability efforts as a key factor in their loyalty

Statistic 16

74% of clients are interested in investments that support global sustainability issues

Statistic 17

41% of wealth managers have faced increased client requests for sustainability-related reporting

Statistic 18

49% of wealth managers believe that sustainability integration can help mitigate reputational risks

Statistic 19

53% of clients want to see their wealth management firm take a leadership role on sustainability issues

Statistic 20

58% of clients trust their wealth managers to provide accurate sustainability information

Statistic 21

78% of wealth management firms have integrated sustainability into their client offerings as of 2023

Statistic 22

90% of younger clients (under 40) prefer to invest in sustainable funds

Statistic 23

82% of wealth management firms have a dedicated ESG or sustainable investment team as of 2023

Statistic 24

72% of wealth management firms believe integrating ESG improves long-term financial returns

Statistic 25

45% of wealth management firms use ESG scoring systems to assess investments

Statistic 26

39% of asset managers incorporate climate risk assessments into their investment process

Statistic 27

40% of wealth managers reported that integrating sustainability increased client engagement

Statistic 28

43% of wealth management firms have a formal sustainable investment policy

Statistic 29

85% of wealth management firms consider sustainability disclosures an integral part of their reporting

Statistic 30

76% of wealth managers aim to align client portfolios with the United Nations Sustainable Development Goals (SDGs)

Statistic 31

60% of investors aged 20-35 prefer investments that have measurable positive social impact

Statistic 32

65% of wealth management firms adopt ESG integration as a competitive differentiator

Statistic 33

53% of wealth managers incorporate social impact metrics into their evaluation process

Statistic 34

71% of firms plan to increase focus on climate-related financial disclosures in the coming two years

Statistic 35

49% of institutional investors prioritize ESG factors when selecting wealth management firms

Statistic 36

89% of wealth managers report developing new client segments focused on sustainability

Statistic 37

48% of wealth management firms track sustainability metrics quarterly

Statistic 38

77% of firms report an increase in sustainable product sales over the past year

Statistic 39

51% of wealth managers see sustainability as a core part of their value proposition

Statistic 40

58% of wealth management firms are investing in training advisors on ESG criteria

Statistic 41

54% of clients wish to see more frequent updates on the sustainability impact of their investments

Statistic 42

80% of new fund launches in 2023 included ESG criteria

Statistic 43

58% of investors see climate risk disclosures as critical to their investment decisions

Statistic 44

70% of clients expect their wealth manager to actively promote sustainable investments

Statistic 45

62% of firms have experienced increased pressure from regulators to disclose ESG metrics

Statistic 46

58% of clients look for investments aligned with personal values related to sustainability

Statistic 47

41% of firms have experienced increased profitability from sustainable product offerings in the last year

Statistic 48

69% of wealth managers are planning to include biodiversity considerations in their investment criteria

Statistic 49

67% of institutional investors report that integrating ESG factors reduces portfolio risk

Statistic 50

59% of wealth management firms conducted sustainability risk assessments as part of their due diligence processes in 2023

Statistic 51

77% of firms are increasing their reporting on social and governance metrics along with environmental metrics

Statistic 52

80% of young investors (under 30) believe that sustainable investing is essential for their financial future

Statistic 53

65% of wealth managers now consider biodiversity impact in their investment decision-making

Statistic 54

59% of investors would increase their allocation to sustainable investments if provided with clearer metrics

Statistic 55

62% of wealth management firms have increased their training budgets for ESG knowledge in 2023

Statistic 56

53% of firms have started integrating sustainability metrics into compensation structures for portfolio managers

Statistic 57

79% of wealth management firms utilize third-party ESG data providers to enhance analysis

Statistic 58

55% of wealth management firms regard climate change as a material investment risk

Statistic 59

In 2023, 80% of wealth managers believe that sustainable investing will drive future growth

Statistic 60

74% of wealth managers see climate risk as a key driver for sustainable investment strategies

Statistic 61

69% of wealth management firms report increased regulatory pressure related to ESG disclosures

Statistic 62

67% of investors believe companies should be accountable for their environmental impact

Statistic 63

37% of wealth managers believe sustainability integration can mitigate investment risks

Statistic 64

86% of wealth management firms expect sustainability considerations to influence product development in the next five years

Statistic 65

62% of wealth managers believe sustainability will become a legal requirement in investment processes by 2025

Statistic 66

83% of firms view climate change as a significant risk to their investment portfolios

Statistic 67

72% of wealth managers expect regulatory changes to require greater transparency on ESG metrics within three years

Statistic 68

45% of wealth managers believe that sustainable investing will become the dominant investment approach within a decade

Statistic 69

61% of wealth management firms are developing proprietary ESG scoring models

Statistic 70

79% of financial advisors agree that sustainability is a key driver of innovation in product development

Statistic 71

52% of wealth management firms have dedicated sustainability committees

Statistic 72

85% of wealth managers see sustainable investing as essential for long-term competitive advantage

Statistic 73

50% of wealth managers monitor the progress of sustainability initiatives quarterly

Statistic 74

66% of wealth management firms see sustainable investing as a way to differentiate themselves in competitive markets

Statistic 75

58% of wealth managers believe that sustainability-related regulatory changes will accelerate in the next three years

Statistic 76

88% of financial advisors agree that climate-related financial disclosures will be mandatory in the near future

Statistic 77

68% of wealth managers feel that sustainability considerations are now central to their investment strategies

Statistic 78

85% of financial institutions estimate that sustainability will be a core part of future financial regulation

Statistic 79

71% of wealth managers believe that sustainability integration can lead to better risk-adjusted returns

Statistic 80

84% of firms see sustainability as a key trend shaping the future of wealth management

Statistic 81

The global sustainable investing assets reached $35.3 trillion in 2023, representing 35% of all managed assets

Statistic 82

The average ESG fund outperformed traditional funds by 1.5% over the past five years

Statistic 83

60% of institutions plan to increase ESG investment allocations by 20% over the next two years

Statistic 84

70% of clients interested in impact investing hold portfolios with a median allocation of 10%

Statistic 85

50% of wealth managers plan to offer more ESG-related products in the next year

Statistic 86

92% of asset managers increased their sustainable product offerings in 2023

Statistic 87

69% of investment funds have committed to net-zero targets for 2050

Statistic 88

81% of wealth management firms plan to enhance their sustainability reporting frameworks

Statistic 89

83% of wealth management firms have established targets for increasing sustainable investments by 2025

Statistic 90

63% of assets under management are invested in sustainable strategies as of 2023

Statistic 91

78% of wealth management firms plan to integrate AI and big data to improve ESG analysis

Statistic 92

52% of wealth management firms leverage technology to better integrate ESG data

Statistic 93

70% of wealth management firms plan to use data analytics to improve sustainability performance measurement

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Sources

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Key Highlights

78% of wealth management firms have integrated sustainability into their client offerings as of 2023
65% of high-net-worth individuals consider ESG factors important in their investment decisions
The global sustainable investing assets reached $35.3 trillion in 2023, representing 35% of all managed assets
54% of wealth managers reported increased client demand for ESG investments in 2023
90% of younger clients (under 40) prefer to invest in sustainable funds
82% of wealth management firms have a dedicated ESG or sustainable investment team as of 2023
The average ESG fund outperformed traditional funds by 1.5% over the past five years
72% of wealth management firms believe integrating ESG improves long-term financial returns
60% of institutions plan to increase ESG investment allocations by 20% over the next two years
68% of clients are willing to pay a premium for sustainable investment options
45% of wealth management firms use ESG scoring systems to assess investments
39% of asset managers incorporate climate risk assessments into their investment process
40% of wealth managers reported that integrating sustainability increased client engagement

In an industry where 78% of firms have already embedded sustainability into their client offerings and assets in sustainable strategies soared to $35.3 trillion in 2023, it’s clear that sustainable investing is not just a trend but a transformative force shaping the future of wealth management.

Client Preferences

46% of clients want more personalized sustainability investment options

Client Preferences Interpretation

Nearly half of wealth management clients are demanding bespoke green portfolios, signaling that sustainability isn't just ethical—it's the new standard for personalized wealth preservation.

Client Preferences and Advisory Practices

54% of wealth managers reported increased client demand for ESG investments in 2023
68% of clients are willing to pay a premium for sustainable investment options

Client Preferences and Advisory Practices Interpretation

With over half of wealth managers witnessing a surge in ESG demand and nearly seven out of ten clients ready to pay a premium, sustainability isn't just a trend—it's quickly becoming the currency of investment success.

Client Trust and Advisory Practices

65% of high-net-worth individuals consider ESG factors important in their investment decisions
58% of clients review their portfolios’ sustainability performance annually
44% of clients prefer to invest in funds with transparent sustainability reports
78% of clients who invest sustainably are more satisfied with their wealth management experience
64% of clients are more likely to invest if their wealth manager demonstrates strong ESG commitments
66% of investors want more guidance on integrating sustainability into their portfolios
73% of clients are willing to switch firms to one with better sustainability credentials
67% of wealth managers believe that integrating social impact metrics enhances client loyalty
61% of investors seek transparency about companies' sustainability practices before investing
74% of clients prioritize investments that demonstrate positive environmental and social impacts
45% of wealth managers believe that offering sustainability education increases client trust
72% of clients view their wealth management firm’s sustainability efforts as a key factor in their loyalty
74% of clients are interested in investments that support global sustainability issues
41% of wealth managers have faced increased client requests for sustainability-related reporting
49% of wealth managers believe that sustainability integration can help mitigate reputational risks
53% of clients want to see their wealth management firm take a leadership role on sustainability issues
58% of clients trust their wealth managers to provide accurate sustainability information

Client Trust and Advisory Practices Interpretation

In an industry where 74% of clients prioritize investments with positive social and environmental impacts and 78% report greater satisfaction with sustainable wealth management, it’s clear that integrating transparency, education, and ESG commitments isn't just good ethics—it's fast becoming the key to client trust, loyalty, and ultimately, business resilience.

ESG Integration and Client Preferences

78% of wealth management firms have integrated sustainability into their client offerings as of 2023
90% of younger clients (under 40) prefer to invest in sustainable funds
82% of wealth management firms have a dedicated ESG or sustainable investment team as of 2023
72% of wealth management firms believe integrating ESG improves long-term financial returns
45% of wealth management firms use ESG scoring systems to assess investments
39% of asset managers incorporate climate risk assessments into their investment process
40% of wealth managers reported that integrating sustainability increased client engagement
43% of wealth management firms have a formal sustainable investment policy
85% of wealth management firms consider sustainability disclosures an integral part of their reporting
76% of wealth managers aim to align client portfolios with the United Nations Sustainable Development Goals (SDGs)
60% of investors aged 20-35 prefer investments that have measurable positive social impact
65% of wealth management firms adopt ESG integration as a competitive differentiator
53% of wealth managers incorporate social impact metrics into their evaluation process
71% of firms plan to increase focus on climate-related financial disclosures in the coming two years
49% of institutional investors prioritize ESG factors when selecting wealth management firms
89% of wealth managers report developing new client segments focused on sustainability
48% of wealth management firms track sustainability metrics quarterly
77% of firms report an increase in sustainable product sales over the past year
51% of wealth managers see sustainability as a core part of their value proposition
58% of wealth management firms are investing in training advisors on ESG criteria
54% of clients wish to see more frequent updates on the sustainability impact of their investments
80% of new fund launches in 2023 included ESG criteria
58% of investors see climate risk disclosures as critical to their investment decisions
70% of clients expect their wealth manager to actively promote sustainable investments
62% of firms have experienced increased pressure from regulators to disclose ESG metrics
58% of clients look for investments aligned with personal values related to sustainability
41% of firms have experienced increased profitability from sustainable product offerings in the last year
69% of wealth managers are planning to include biodiversity considerations in their investment criteria
67% of institutional investors report that integrating ESG factors reduces portfolio risk
59% of wealth management firms conducted sustainability risk assessments as part of their due diligence processes in 2023
77% of firms are increasing their reporting on social and governance metrics along with environmental metrics
80% of young investors (under 30) believe that sustainable investing is essential for their financial future
65% of wealth managers now consider biodiversity impact in their investment decision-making
59% of investors would increase their allocation to sustainable investments if provided with clearer metrics
62% of wealth management firms have increased their training budgets for ESG knowledge in 2023
53% of firms have started integrating sustainability metrics into compensation structures for portfolio managers
79% of wealth management firms utilize third-party ESG data providers to enhance analysis

ESG Integration and Client Preferences Interpretation

With 78% of firms embedding sustainability and 90% of under-40 clients favoring green funds, the wealth management industry is clearly trading its old outlook for a future where ESG isn't just ethical but essential—proving that doing good is increasingly good business, even as firms bet that integrating green metrics and biodiversity considerations will boost profits and meet rising client expectations in a rapidly evolving eco-conscious landscape.

Industry Perceptions and Forward-Looking Strategies

55% of wealth management firms regard climate change as a material investment risk
In 2023, 80% of wealth managers believe that sustainable investing will drive future growth
74% of wealth managers see climate risk as a key driver for sustainable investment strategies
69% of wealth management firms report increased regulatory pressure related to ESG disclosures
67% of investors believe companies should be accountable for their environmental impact
37% of wealth managers believe sustainability integration can mitigate investment risks
86% of wealth management firms expect sustainability considerations to influence product development in the next five years
62% of wealth managers believe sustainability will become a legal requirement in investment processes by 2025
83% of firms view climate change as a significant risk to their investment portfolios
72% of wealth managers expect regulatory changes to require greater transparency on ESG metrics within three years
45% of wealth managers believe that sustainable investing will become the dominant investment approach within a decade
61% of wealth management firms are developing proprietary ESG scoring models
79% of financial advisors agree that sustainability is a key driver of innovation in product development
52% of wealth management firms have dedicated sustainability committees
85% of wealth managers see sustainable investing as essential for long-term competitive advantage
50% of wealth managers monitor the progress of sustainability initiatives quarterly
66% of wealth management firms see sustainable investing as a way to differentiate themselves in competitive markets
58% of wealth managers believe that sustainability-related regulatory changes will accelerate in the next three years
88% of financial advisors agree that climate-related financial disclosures will be mandatory in the near future
68% of wealth managers feel that sustainability considerations are now central to their investment strategies
85% of financial institutions estimate that sustainability will be a core part of future financial regulation
71% of wealth managers believe that sustainability integration can lead to better risk-adjusted returns
84% of firms see sustainability as a key trend shaping the future of wealth management

Industry Perceptions and Forward-Looking Strategies Interpretation

With 86% of firms forecasting sustainability to influence product development and nearly 90% expecting climate disclosures to become mandatory, the wealth management industry is on the cusp of transforming into an environmentally responsible arena where ignoring climate risk is as risky as an unhedged bet on volatility.

Sustainable Investment Growth and Market Trends

The global sustainable investing assets reached $35.3 trillion in 2023, representing 35% of all managed assets
The average ESG fund outperformed traditional funds by 1.5% over the past five years
60% of institutions plan to increase ESG investment allocations by 20% over the next two years
70% of clients interested in impact investing hold portfolios with a median allocation of 10%
50% of wealth managers plan to offer more ESG-related products in the next year
92% of asset managers increased their sustainable product offerings in 2023
69% of investment funds have committed to net-zero targets for 2050
81% of wealth management firms plan to enhance their sustainability reporting frameworks
83% of wealth management firms have established targets for increasing sustainable investments by 2025
63% of assets under management are invested in sustainable strategies as of 2023

Sustainable Investment Growth and Market Trends Interpretation

With sustainable assets surpassing $35 trillion—equating to over a third of all managed wealth—the industry is not just talking green but systematically aligning profits with purpose, as evidenced by outperforming ESG funds, widespread commitments to net-zero goals, and a surge in product offerings reflecting a tectonic shift from greenwashing to genuine impact investment.

Technology Adoption in Wealth Management

78% of wealth management firms plan to integrate AI and big data to improve ESG analysis
52% of wealth management firms leverage technology to better integrate ESG data
70% of wealth management firms plan to use data analytics to improve sustainability performance measurement

Technology Adoption in Wealth Management Interpretation

With over three-quarters of wealth management firms embracing AI and big data to elevate ESG analysis and 70% harnessing data analytics for sustainability metrics, the industry is boldly steering toward smarter, more responsible wealth growth—proving that in today's world, green goals are increasingly powered by digital brains.