ESG & Sustainable Investing Advisor

ESG and sustainable investing advisors focus on investments considering environmental, social, and governance factors alongside financial returns.

Growing investor interest in aligning money with values creates opportunity for specialization.

You research ESG investments, build sustainable portfolios, measure impact alongside returns, and guide values-based investing.

Fees typically 0.75-1.5% of AUM or planning fees.

Managing $15-40 million in ESG-focused assets generates $100,000-$400,000 annually with 65-80% margins.

Target clients include socially conscious investors, millennials and Gen Z, women investors, faith-based investors, and anyone wanting values alignment.

Services include ESG portfolio design and management, impact measurement and reporting, proxy voting and shareholder advocacy, values alignment consultation, and education on sustainable investing.

Success requires knowledge of ESG investing approaches and funds, understanding of impact measurement, research on ESG investments and performance, ability to discuss values without imposing views, and staying current with sustainable investing trends.

Many ESG advisors earn specialized certifications (FSA Credential), focus on specific value areas (climate, social justice, faith-based), use third-party ESG research and ratings, potentially advocate for corporate change, and build practices around shared values with clients.