Sustainable finance must target the 50% who remain undecided

CEO Olivier Calloud's view of sustainable finance was published in Le Temps on March 30^th 2024.

A small minority of wealth management clients say they are actually interested in sustainable investments. What are the reasons for this? How can the figures be improved?

In this context, it is essential to understand the underlying motivations of investors and the strategies that financial institutions can adopt to encourage greater adoption of ESG (environmental, social and governance) principles.

"The more convinced wealth advisers are about sustainability, the higher the percentage of clients who become motivated by this, so employee training is essential, a very important effort must be made by banks," says Olivier Calloud. He confirms this figure of 10-15%, corresponding to the proportion of clients who expressed a strong ESG conviction at Piguet Galland when their environmental, social and governance preferences were recorded recently.