Investment Advisor Says Investors Expect More Personalization on ESG

A top investment advisor says the key to attracting investors in the current market is to provide more ESG personalization. According to Bartlett Wealth Management president and wealth advisor Holly Mazzocca, investors are looking for increased personalization when it comes to environment, sustainability and governance (“ESG”) investing.

Although ESG has been one of the most prominent trends in the financial world for the past several years, its popularity has been hit in recent years amid consistent attacks from American conservatives and fears of greenwashing. Greenwashing is a form of corporate advertising or personal relations that makes it seem as though a company is focused on sustainability and gives the false impression of green operations.

To avoid claims of engaging in greenwashing, a growing number of investors are increasingly reluctant to engage in ESG investing. According to Mazzocca, helping clients understand their needs more deeply is the key to rousing investors scared of greenwashing and promoting ESG investing. Mazzocca believes that the skepticism and controversy surrounding ESG investing in recent years is finally dying down.

ESG investing has been subject to increasing attacks from some Republican Party members and has been subject to several controversial headlines, including the revelation that BlackRock, one of the asset management companies responsible for popularizing ESG, is reducing its focus on ESG. Despite all the ESG-related controversy, Mazzocca says there has been a “tremendous shift” toward increased ESG personalization.

She says that many investors have been scared off of ESG investing because of the “idea of greenwashing” and worries that some corporations are adding ESG labels onto funds that necessarily aren’t geared to ESG investing. Rather than a simple ESG label, Mazzocca says investors want to better understand environment, sustainability and governance investment considerations.

Although providing this understanding can be difficult given the size of public investments and public companies, the investment analyst says adopting a personalized approach and offering individualized conversation will help clients gain a deeper understanding of ESG investing. This approach will prompt investors to try and understand their investment needs more deeply and try to figure out how their investment advisors can help them achieve their investment needs.

Mazzocca pointed out how her company has been an active ESG investor since the 1970s when investors mostly focused on value-based investing. The investment management company mostly achieved this by serving nonprofit or religious organizations that wanted to make sure their investments weren’t in conflict with their organizational or personal values and mission.

Bartlett Wealth Management has continued to work with these organizations, and 15% of its current client base now consists of educational organizations and social-services agencies.

As investment companies do more to reassure investors that they aren’t greenwashing, they may need to look to specific enterprises such as Reflex Advanced Materials Corp. (CSE: RFLX) (OTCQB: RFLXF) on how to bridge the gap between ESG aspirations and actual activities on the ground.

NOTE TO INVESTORS: The latest news and updates relating to Reflex Advanced Materials Corp. (CSE: RFLX) (OTCQB: RFLXF) are available in the company’s newsroom at

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