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  ·2021-03-12
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  As the Financial Services Industry Goes Digital, Thematic Investing Trends Come to the Fore<blockquote>随着金融服务业走向数字化，主题投资趋势凸显</blockquote>
  At a recent virtual event hosted by Nasdaq, ETF industry experts discussed how firms are embracing t
  As the Financial Services Industry Goes Digital, Thematic Investing Trends Come to the Fore<blockquote>随着金融服务业走向数字化，主题投资趋势凸显</blockquote>
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The panel also highlighted the rise of thematic investing, including several themes that have come to the fore, such as cybersecurity, biotech and environmental, social and governance (ESG), but emphasized that investor education remains critical to healthy markets.</p><p><blockquote>在纳斯达克最近主办的一次虚拟活动中，ETF行业专家讨论了企业如何拥抱冠状病毒大流行加速的数字革命，采用新技术并以新方式利用市场数据与客户联系。该小组还强调了主题投资的兴起，包括网络安全、生物技术以及环境、社会和治理（ESG）等几个已经脱颖而出的主题，但强调投资者教育对于健康的市场仍然至关重要。</blockquote></p><p> “The global investment community has pivoted to a digital world during the pandemic,”Lauren Dillard, Head of Investment Intelligence at Nasdaq, said during Nasdaq’s recent Virtual Cabana Poolside Chat. “Since much of the workforce transitioned to a remote environment, everything from investment strategies to investor engagement was impacted. Client engagement needs to be meaningful, and insights have to be actionable and consumable to deliver on investment thesis.”</p><p><blockquote>纳斯达克投资情报主管Lauren Dillard在纳斯达克最近的虚拟小屋池畔聊天中表示：“在疫情期间，全球投资界已转向数字世界。”“由于大部分劳动力转移到远程环境，从投资策略到投资者参与度的一切都受到了影响。客户参与度需要有意义，见解必须具有可操作性和可消耗性，才能实现投资论点。”</blockquote></p><p> During the virtual event, a panel comprised of Dillard, John Molesphini, Global Head of Insights ateVestment, a Nasdaq platform, and Dave Nadig, CIO and Director of Research at ETF Trends, and moderated by Tom Lydon, CEO ofETF Trends, discussed how the financial services industry is embracing digitalization while recognizing the need for humanization to establish meaningful partnerships.</p><p><blockquote>在虚拟活动期间，由Dillard、纳斯达克平台ateVestment全球洞察主管John Molesphini和ETF Trends首席信息官兼研究总监Dave Nadig组成的小组，由ETF Trends首席执行官Tom Lydon主持，讨论了如何金融服务业正在拥抱数字化，同时认识到人性化以建立有意义的合作伙伴关系的必要性。</blockquote></p><p> “It’s the firms relying on all the data in this digital world, but still managing to have the client connection, that are going to be best suited to take advantage of what’s to come and what we’ve experienced in the last 12 months,” said Molesphini. “It’s having an internal infrastructure in place to take advantage of the data when it’s available and having the distribution network. This will allow you to communicate more effectively with clients or adjust distribution network based on some of the trends you see.”</p><p><blockquote>“那些依赖数字世界中所有数据但仍设法与客户建立联系的公司将最适合利用即将发生的事情以及我们在过去12个月中所经历的事情，”莫莱斯菲尼说。“它拥有内部基础设施，可以在数据可用时利用数据，并拥有分销网络。这将使您能够更有效地与客户沟通，或根据您看到的一些趋势调整分销网络。”</blockquote></p><p> As many firms rapidly accelerated their digitalization efforts amid the pandemic, several investment themes also benefitted, notably cyber, cloud and biotech, Dillard argued. She also highlighted the rise in energy transition, the growing need to strengthen domestic infrastructure and the performance of the Nasdaq-100 Index.</p><p><blockquote>迪拉德认为，随着许多公司在疫情期间迅速加快数字化工作，一些投资主题也受益，特别是网络、云和生物技术。她还强调了能源转型的兴起、加强国内基础设施的日益增长的需求以及纳斯达克100指数的表现。</blockquote></p><p> “The Nasdaq-100 companies represent the modern industrial way we are all living,” said Dillard. “We are seeing demand around the globe, further heightened during the pandemic. In 2020, over $23 billion of net inflows into NDX ETF products, highlighting the strength of Nasdaq-100 companies.”</p><p><blockquote>“纳斯达克100指数公司代表了我们所有人的现代工业生活方式，”迪拉德说。“我们看到全球需求在大流行期间进一步增强。2020年，超过230亿美元净流入NDX ETF产品，凸显了纳斯达克100指数公司的实力。”</blockquote></p><p> Beyond these themes, Dillard and the other panelists spoke about the emergence of ESG in mainstream investment strategies.</p><p><blockquote>除了这些主题之外，迪拉德和其他小组成员还谈到了ESG在主流投资策略中的出现。</blockquote></p><p> “The industry come to recognize the fundamental differences between environmental, social, and governance criteria. They fit in portfolios in very different ways and give investors different exposure,” Dillard said. “But we finally see an understanding that ESG doesn’t just mean clean energy; it also doesn’t just mean gender diversity. The level of sophistication among the investing community around ESG has accelerated.”</p><p><blockquote>“业界开始认识到环境、社会和治理标准之间的根本差异。它们以非常不同的方式融入投资组合，并为投资者提供不同的风险敞口，”迪拉德说。“但我们终于明白，ESG不仅仅意味着清洁能源；它也不仅仅意味着性别多样性。投资界围绕ESG的成熟程度已经加快。”</blockquote></p><p> Because ESG is top of mind for many investors, Molesphini emphasized that when talking to clients and prospects, “you’re not just pitching them a product, you’re pitching them your firm.”</p><p><blockquote>由于ESG是许多投资者最关心的问题，Molesphini强调，在与客户和潜在客户交谈时，“你不仅仅是向他们推销产品，而是向他们推销你的公司。”</blockquote></p><p> “We found that the best way to have an effective discussion on ESG is to approach the topic with an outcome oriented thinking,” Dillard added. “What are you trying to achieve, and what are your clients asking you around whether it’s E or it’s S, or it’s G.”</p><p><blockquote>“我们发现，对ESG进行有效讨论的最佳方式是以结果导向的思维来处理该主题，”迪拉德补充道。“你想实现什么目标，你的客户在问你什么，是E还是S，还是G。”</blockquote></p><p> Molesphini also stressed the importance of communicating and engaging with clients, especially in a rapidly changing market environment, not only regarding ESG but also with new products and market conditions.</p><p><blockquote>Molesphini还强调了与客户沟通和参与的重要性，尤其是在快速变化的市场环境中，不仅涉及ESG，还涉及新产品和市场条件。</blockquote></p><p> “We had market volatility and market trends that were taking place before the virus—low-interest rates and people looking to diversify, looking at alternative asset classes, looking at more thematic investing,” said Molesphini. “You can see that with some of our ETF providers bringing more product into the market. Then, on top of the investment themes going on, you have the virus, [and you have to] engage with the clients and educate them on what’s going on, but also keep them comfortable in this environment.”</p><p><blockquote>莫莱斯菲尼表示：“我们经历了病毒爆发之前就发生的市场波动和市场趋势——低利率和人们寻求多元化、寻找另类资产类别、寻找更多主题投资。”“你可以看到，我们的一些ETF提供商向市场推出了更多产品。然后，除了正在进行的投资主题之外，你还感染了病毒，[你必须]与客户接触并教育他们正在发生的事情继续，但也要让他们在这种环境中感到舒适。”</blockquote></p><p> ETF Trends’ Nadig reflected upon his recent experiences with financial advisors, noting that they “talk about wanting to have fewer, better relationships,” and many have adopted new technologies.</p><p><blockquote>ETF Trends的Nadig回顾了他最近与财务顾问的经历，指出他们“谈论希望拥有更少、更好的关系”，许多人已经采用了新技术。</blockquote></p><p> “Most [advisors] report that their relationships with their clients have gotten better through all of this. They’ve had more frequent contact, more meaningful contact,” said Nadig.</p><p><blockquote>“大多数[顾问]报告说，通过这一切，他们与客户的关系变得更好了。他们有了更频繁的接触，更有意义的接触，”纳迪格说。</blockquote></p><p> “I would argue that to some degree there’s a humanization element that has happened as a result of this, which can deepen partnerships. I definitely believe that the idea of those fewer, deeper partnerships has resonated,” noted Dillard.</p><p><blockquote>“我认为，在某种程度上，由此产生了人性化元素，这可以加深伙伴关系。我绝对相信，这些更少、更深入的伙伴关系的想法引起了共鸣，”迪拉德指出。</blockquote></p><p></p><p> “Portfolios are getting really complex,” Dillard said. “All of that ties back to more education and working with the right partners. It also means to listen to our clients and understand what investors they are trying to target because I can promise you the one that wants fixed income type products is probably not the same as the one that wants a crypto product.”</p><p><blockquote>“投资组合变得非常复杂，”迪拉德说。“所有这些都与更多的教育和与合适的合作伙伴合作有关。这也意味着倾听我们客户的意见并了解他们试图瞄准哪些投资者，因为我可以向你保证，想要固定收益类型产品的人可能不是与想要加密货币产品的人相同。”</blockquote></p><p></p>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As the Financial Services Industry Goes Digital, Thematic Investing Trends Come to the Fore<blockquote>随着金融服务业走向数字化，主题投资趋势凸显</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs the Financial Services Industry Goes Digital, Thematic Investing Trends Come to the Fore<blockquote>随着金融服务业走向数字化，主题投资趋势凸显</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-03-12 09:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At a recent virtual event hosted by Nasdaq, ETF industry experts discussed how firms are embracing the digital revolution accelerated by the coronavirus pandemic, adopting new technologies and leveraging market data in new ways to connect with clients. The panel also highlighted the rise of thematic investing, including several themes that have come to the fore, such as cybersecurity, biotech and environmental, social and governance (ESG), but emphasized that investor education remains critical to healthy markets.</p><p><blockquote>在纳斯达克最近主办的一次虚拟活动中，ETF行业专家讨论了企业如何拥抱冠状病毒大流行加速的数字革命，采用新技术并以新方式利用市场数据与客户联系。该小组还强调了主题投资的兴起，包括网络安全、生物技术以及环境、社会和治理（ESG）等几个已经脱颖而出的主题，但强调投资者教育对于健康的市场仍然至关重要。</blockquote></p><p> “The global investment community has pivoted to a digital world during the pandemic,”Lauren Dillard, Head of Investment Intelligence at Nasdaq, said during Nasdaq’s recent Virtual Cabana Poolside Chat. “Since much of the workforce transitioned to a remote environment, everything from investment strategies to investor engagement was impacted. Client engagement needs to be meaningful, and insights have to be actionable and consumable to deliver on investment thesis.”</p><p><blockquote>纳斯达克投资情报主管Lauren Dillard在纳斯达克最近的虚拟小屋池畔聊天中表示：“在疫情期间，全球投资界已转向数字世界。”“由于大部分劳动力转移到远程环境，从投资策略到投资者参与度的一切都受到了影响。客户参与度需要有意义，见解必须具有可操作性和可消耗性，才能实现投资论点。”</blockquote></p><p> During the virtual event, a panel comprised of Dillard, John Molesphini, Global Head of Insights ateVestment, a Nasdaq platform, and Dave Nadig, CIO and Director of Research at ETF Trends, and moderated by Tom Lydon, CEO ofETF Trends, discussed how the financial services industry is embracing digitalization while recognizing the need for humanization to establish meaningful partnerships.</p><p><blockquote>在虚拟活动期间，由Dillard、纳斯达克平台ateVestment全球洞察主管John Molesphini和ETF Trends首席信息官兼研究总监Dave Nadig组成的小组，由ETF Trends首席执行官Tom Lydon主持，讨论了如何金融服务业正在拥抱数字化，同时认识到人性化以建立有意义的合作伙伴关系的必要性。</blockquote></p><p> “It’s the firms relying on all the data in this digital world, but still managing to have the client connection, that are going to be best suited to take advantage of what’s to come and what we’ve experienced in the last 12 months,” said Molesphini. “It’s having an internal infrastructure in place to take advantage of the data when it’s available and having the distribution network. This will allow you to communicate more effectively with clients or adjust distribution network based on some of the trends you see.”</p><p><blockquote>“那些依赖数字世界中所有数据但仍设法与客户建立联系的公司将最适合利用即将发生的事情以及我们在过去12个月中所经历的事情，”莫莱斯菲尼说。“它拥有内部基础设施，可以在数据可用时利用数据，并拥有分销网络。这将使您能够更有效地与客户沟通，或根据您看到的一些趋势调整分销网络。”</blockquote></p><p> As many firms rapidly accelerated their digitalization efforts amid the pandemic, several investment themes also benefitted, notably cyber, cloud and biotech, Dillard argued. She also highlighted the rise in energy transition, the growing need to strengthen domestic infrastructure and the performance of the Nasdaq-100 Index.</p><p><blockquote>迪拉德认为，随着许多公司在疫情期间迅速加快数字化工作，一些投资主题也受益，特别是网络、云和生物技术。她还强调了能源转型的兴起、加强国内基础设施的日益增长的需求以及纳斯达克100指数的表现。</blockquote></p><p> “The Nasdaq-100 companies represent the modern industrial way we are all living,” said Dillard. “We are seeing demand around the globe, further heightened during the pandemic. In 2020, over $23 billion of net inflows into NDX ETF products, highlighting the strength of Nasdaq-100 companies.”</p><p><blockquote>“纳斯达克100指数公司代表了我们所有人的现代工业生活方式，”迪拉德说。“我们看到全球需求在大流行期间进一步增强。2020年，超过230亿美元净流入NDX ETF产品，凸显了纳斯达克100指数公司的实力。”</blockquote></p><p> Beyond these themes, Dillard and the other panelists spoke about the emergence of ESG in mainstream investment strategies.</p><p><blockquote>除了这些主题之外，迪拉德和其他小组成员还谈到了ESG在主流投资策略中的出现。</blockquote></p><p> “The industry come to recognize the fundamental differences between environmental, social, and governance criteria. They fit in portfolios in very different ways and give investors different exposure,” Dillard said. “But we finally see an understanding that ESG doesn’t just mean clean energy; it also doesn’t just mean gender diversity. The level of sophistication among the investing community around ESG has accelerated.”</p><p><blockquote>“业界开始认识到环境、社会和治理标准之间的根本差异。它们以非常不同的方式融入投资组合，并为投资者提供不同的风险敞口，”迪拉德说。“但我们终于明白，ESG不仅仅意味着清洁能源；它也不仅仅意味着性别多样性。投资界围绕ESG的成熟程度已经加快。”</blockquote></p><p> Because ESG is top of mind for many investors, Molesphini emphasized that when talking to clients and prospects, “you’re not just pitching them a product, you’re pitching them your firm.”</p><p><blockquote>由于ESG是许多投资者最关心的问题，Molesphini强调，在与客户和潜在客户交谈时，“你不仅仅是向他们推销产品，而是向他们推销你的公司。”</blockquote></p><p> “We found that the best way to have an effective discussion on ESG is to approach the topic with an outcome oriented thinking,” Dillard added. “What are you trying to achieve, and what are your clients asking you around whether it’s E or it’s S, or it’s G.”</p><p><blockquote>“我们发现，对ESG进行有效讨论的最佳方式是以结果导向的思维来处理该主题，”迪拉德补充道。“你想实现什么目标，你的客户在问你什么，是E还是S，还是G。”</blockquote></p><p> Molesphini also stressed the importance of communicating and engaging with clients, especially in a rapidly changing market environment, not only regarding ESG but also with new products and market conditions.</p><p><blockquote>Molesphini还强调了与客户沟通和参与的重要性，尤其是在快速变化的市场环境中，不仅涉及ESG，还涉及新产品和市场条件。</blockquote></p><p> “We had market volatility and market trends that were taking place before the virus—low-interest rates and people looking to diversify, looking at alternative asset classes, looking at more thematic investing,” said Molesphini. “You can see that with some of our ETF providers bringing more product into the market. Then, on top of the investment themes going on, you have the virus, [and you have to] engage with the clients and educate them on what’s going on, but also keep them comfortable in this environment.”</p><p><blockquote>莫莱斯菲尼表示：“我们经历了病毒爆发之前就发生的市场波动和市场趋势——低利率和人们寻求多元化、寻找另类资产类别、寻找更多主题投资。”“你可以看到，我们的一些ETF提供商向市场推出了更多产品。然后，除了正在进行的投资主题之外，你还感染了病毒，[你必须]与客户接触并教育他们正在发生的事情继续，但也要让他们在这种环境中感到舒适。”</blockquote></p><p> ETF Trends’ Nadig reflected upon his recent experiences with financial advisors, noting that they “talk about wanting to have fewer, better relationships,” and many have adopted new technologies.</p><p><blockquote>ETF Trends的Nadig回顾了他最近与财务顾问的经历，指出他们“谈论希望拥有更少、更好的关系”，许多人已经采用了新技术。</blockquote></p><p> “Most [advisors] report that their relationships with their clients have gotten better through all of this. They’ve had more frequent contact, more meaningful contact,” said Nadig.</p><p><blockquote>“大多数[顾问]报告说，通过这一切，他们与客户的关系变得更好了。他们有了更频繁的接触，更有意义的接触，”纳迪格说。</blockquote></p><p> “I would argue that to some degree there’s a humanization element that has happened as a result of this, which can deepen partnerships. I definitely believe that the idea of those fewer, deeper partnerships has resonated,” noted Dillard.</p><p><blockquote>“我认为，在某种程度上，由此产生了人性化元素，这可以加深伙伴关系。我绝对相信，这些更少、更深入的伙伴关系的想法引起了共鸣，”迪拉德指出。</blockquote></p><p></p><p> “Portfolios are getting really complex,” Dillard said. “All of that ties back to more education and working with the right partners. It also means to listen to our clients and understand what investors they are trying to target because I can promise you the one that wants fixed income type products is probably not the same as the one that wants a crypto product.”</p><p><blockquote>“投资组合变得非常复杂，”迪拉德说。“所有这些都与更多的教育和与合适的合作伙伴合作有关。这也意味着倾听我们客户的意见并了解他们试图瞄准哪些投资者，因为我可以向你保证，想要固定收益类型产品的人可能不是与想要加密货币产品的人相同。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/as-the-financial-services-industry-goes-digital-thematic-investing-trends-come-to-the-fore\">Nasdaq</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/as-the-financial-services-industry-goes-digital-thematic-investing-trends-come-to-the-fore","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112019535","content_text":"At a recent virtual event hosted by Nasdaq, ETF industry experts discussed how firms are embracing the digital revolution accelerated by the coronavirus pandemic, adopting new technologies and leveraging market data in new ways to connect with clients. The panel also highlighted the rise of thematic investing, including several themes that have come to the fore, such as cybersecurity, biotech and environmental, social and governance (ESG), but emphasized that investor education remains critical to healthy markets.\n“The global investment community has pivoted to a digital world during the pandemic,”Lauren Dillard, Head of Investment Intelligence at Nasdaq, said during Nasdaq’s recent Virtual Cabana Poolside Chat. “Since much of the workforce transitioned to a remote environment, everything from investment strategies to investor engagement was impacted. Client engagement needs to be meaningful, and insights have to be actionable and consumable to deliver on investment thesis.”\nDuring the virtual event, a panel comprised of Dillard, John Molesphini, Global Head of Insights ateVestment, a Nasdaq platform, and Dave Nadig, CIO and Director of Research at ETF Trends, and moderated by Tom Lydon, CEO ofETF Trends, discussed how the financial services industry is embracing digitalization while recognizing the need for humanization to establish meaningful partnerships.\n“It’s the firms relying on all the data in this digital world, but still managing to have the client connection, that are going to be best suited to take advantage of what’s to come and what we’ve experienced in the last 12 months,” said Molesphini. “It’s having an internal infrastructure in place to take advantage of the data when it’s available and having the distribution network. This will allow you to communicate more effectively with clients or adjust distribution network based on some of the trends you see.”\nAs many firms rapidly accelerated their digitalization efforts amid the pandemic, several investment themes also benefitted, notably cyber, cloud and biotech, Dillard argued. She also highlighted the rise in energy transition, the growing need to strengthen domestic infrastructure and the performance of the Nasdaq-100 Index.\n“The Nasdaq-100 companies represent the modern industrial way we are all living,” said Dillard. “We are seeing demand around the globe, further heightened during the pandemic. In 2020, over $23 billion of net inflows into NDX ETF products, highlighting the strength of Nasdaq-100 companies.”\nBeyond these themes, Dillard and the other panelists spoke about the emergence of ESG in mainstream investment strategies.\n“The industry come to recognize the fundamental differences between environmental, social, and governance criteria. They fit in portfolios in very different ways and give investors different exposure,” Dillard said. “But we finally see an understanding that ESG doesn’t just mean clean energy; it also doesn’t just mean gender diversity. The level of sophistication among the investing community around ESG has accelerated.”\nBecause ESG is top of mind for many investors, Molesphini emphasized that when talking to clients and prospects, “you’re not just pitching them a product, you’re pitching them your firm.”\n“We found that the best way to have an effective discussion on ESG is to approach the topic with an outcome oriented thinking,” Dillard added. “What are you trying to achieve, and what are your clients asking you around whether it’s E or it’s S, or it’s G.”\nMolesphini also stressed the importance of communicating and engaging with clients, especially in a rapidly changing market environment, not only regarding ESG but also with new products and market conditions.\n“We had market volatility and market trends that were taking place before the virus—low-interest rates and people looking to diversify, looking at alternative asset classes, looking at more thematic investing,” said Molesphini. “You can see that with some of our ETF providers bringing more product into the market. Then, on top of the investment themes going on, you have the virus, [and you have to] engage with the clients and educate them on what’s going on, but also keep them comfortable in this environment.”\nETF Trends’ Nadig reflected upon his recent experiences with financial advisors, noting that they “talk about wanting to have fewer, better relationships,” and many have adopted new technologies.\n“Most [advisors] report that their relationships with their clients have gotten better through all of this. They’ve had more frequent contact, more meaningful contact,” said Nadig.\n“I would argue that to some degree there’s a humanization element that has happened as a result of this, which can deepen partnerships. I definitely believe that the idea of those fewer, deeper partnerships has resonated,” noted Dillard.\n“Portfolios are getting really complex,” Dillard said. “All of that ties back to more education and working with the right partners. It also means to listen to our clients and understand what investors they are trying to target because I can promise you the one that wants fixed income type products is probably not the same as the one that wants a crypto product.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}