ESG self-directed investing is changing rapidly. Brokers typically present an amalgamation of ESG research, screeners, and funds without packaging a more compelling user-experience. They seem content with ESG resources that require self-directed investors to demystify the analytics and research, doing a lot of legwork to reach an investment decision.
While ESG screeners, research and digital education were a good start, new turnkey ESG platforms are poised to dominate. These new applications take the ESG search and investment process to a new level, integrating ESG tools and analytics with a compelling visual investing experience. A new set of millennial-centered providers are redefining the model of ESG investing and are poised to disrupt the status quo.
This new digital model of the ESG investor experience is turning to generationally relevant engagement through the use of new graphical analytic layouts, tailored trade ideas, investor impact statements and natural language processing (NLP). It brings ESG from a thought exercise into a curated presentation of actionable ideas and self-directed portfolio management.
Key questions discussed in this report:
- What are the hurdles for self-directed ESG investing?
- What is the self-directed ESG investor profile?
- What are the leading ESG investment applications for user experience?
Acorns, Alinea, Alphabet, Apple, BMO, Charles Schwab, ChartIQ, Daizy, Factset, Fennel, Fidelity Investments, FLITInvest, IBM, Intel, Interactive Brokers, Koyfin, Microsoft, Morningstar, MSCI, Netomi, NVIDIA Corp, S&P Global, Sustainalytics (Morningstar), Tesla, TruValue Labs (Factset), Wealthfront, YourStake
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