Sustainable Investing: Demand and Disclosure
The report outlines consumer awareness and interest in sustainable investments over the past year, with valuable insights on their comprehension of sustainable investment concepts and labeling, and recommendations for providers in response to the FCA’s Sustainability Disclosure Requirements.
Key chapters will include:
Demand
With tracked data, we’ll explore changing sustainable investment trends and appetite.
Target market
Discover who your target market sustainable investor is, with our sustainable personas and how these have changed in the past few years.
Understanding and sustainable disclosures
Covering consumer understanding and confusion, with testing from the new SDR regulations and Boring Money’s view of these.
10 things you need to know
Our ‘rules’ for firms to help you communicate sustainable investments compliantly and effectively, helping consumers understand sustainable products and support them in making good decisions.
Report outline:
Who’s it for?
Platforms
Asset managers
Advice firms
Wealth managers
Contents include:
Asset classes and sustainable investments held today
Brand preference and future consideration
Priorities and trade-offs
Consumer segmentation by preference and tracked changes from 2021
Detailed segmentation by preference to include impact, sustainable and ethical
Preferences across E, S and G
Barriers to investing sustainably with tracked changes from 2021
Understanding of key terminology and categorisations
Preference based on the proposed new labels
Key tips for successful consumer communication
What will it give you?
The report has been designed to help advice firms, wealth managers, platforms, banks, pension firms and asset managers to:
understand the consumer appetite for sustainable investments – what do customers want?
segment all cash savers and investors into our seven different sustainable cohorts – consumer segmentation and product mapping
size the opportunity and market – make that business case based on different cohorts
detail the nuanced and different barriers, concerns and triggers – understand key messaging
share our consumer testing of the new labels – understand how to position these and what consumers will understand
map our cohorts to the FCA labels – understand what type of consumer will find what label more intuitively appealing
consider messaging and comms – what do consumers who respond positively respond want?; which consumer cohorts understand which terminology?
share qualitative learnings on good disclosure, anti-greenwashing and comms – support Consumer Duty and evidence understanding
The report draws on data from 23,000 UK adults gathered in September 2023 and April 2024, and tracks changes over recent years.
You can join our launch webinar at 9am on the 15th of May to hear more about our findings, or please contact us if you have any questions.
Who we spoke to?
Data in the report is based on a survey of 6,000 nationally representative UK adults conducted in Jan 2024, and a survey of 4,000 UK adults conducted in September 2023; supported by 4 years of tracked data.
Get in touch with us to buy the report
Please contact dan@boringmoney.co.uk and rachel@boringmoney.co.uk for more information or to request a call with the research team.
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