These issues are increasingly important to the next generation of clients—and firms are taking notice.

A recent survey by WealthManagement.com asked advisors across all industry channels about their thoughts on ESG and diversity and inclusion themes. The results provide insight into the how the industry is embracing thematic investing.

Key Findings:

• ESG and other thematic funds are important to millennials.
• Thematic strategies are on the rise.
• Thematic investing is a diversification tool.
• Ratings and performance matter.
• Due diligence standards differ across strategies.