Digital Wealth Platform Adds Socially Responsible ETF Selection Tools
AI-Powered Tools Enable Hyper-Personalized Sustainable Investing for Retail and Advisory Clients
NEW YORK, NY – November 22, 2025 – Apex Digital Wealth, a leading provider of institutional-grade digital investment platforms, today announced the expansion of its portfolio construction toolkit with a dedicated Socially Responsible ETF Selection Tools category. The new suite integrates real-time environmental, social, and governance (ESG) analytics, enabling wealth managers and self-directed investors to screen, compare, and construct customized sustainable portfolios across 2,400+ U.S.-listed ETFs.
The platform enhancement arrives as sustainable investing transitions from niche preference to mainstream mandate. According to Morgan Stanley’s March 2025 global investor survey, 88 percent of individual investors now express interest in sustainable investing, with 99 percent of Millennial and Gen Z respondents identifying as “very” or “somewhat” interested. This demographic shift coincides with an unprecedented $83 trillion generational wealth transfer expected over the next two decades, positioning ESG integration as a critical competitive differentiator for wealth management firms.
The ESG ETF market has reached substantial scale, with Investment Company Institute data showing combined assets of funds employing ESG criteria totaled $617.44 billion in September 2025, a 2.0 percent increase from the prior month despite recent market volatility. The segment encompasses 774 distinct funds across four focus categories, with environmental-focused strategies posting $6.89 billion in year-to-date inflows through September 2025. Industry analysts project global ESG assets under management will exceed $125 trillion by 2032, representing an 18.1 percent compound annual growth rate.
Apex’s new selection tools address a longstanding advisory pain point: the difficulty of accurately assessing ETF sustainability credentials beyond marketing labels. The platform’s proprietary scoring algorithm evaluates 127 ESG data points per fund, drawing from regulatory filings, third-party verification, and direct issuer disclosures. Key features include dynamic negative screening for controversial business involvement, carbon intensity benchmarking against sector peers, and scenario analysis modeling climate transition risks across multiple warming pathways.
“Advisors consistently tell us their clients demand rigorous sustainable options, but existing tools provide insufficient transparency,” said Jennifer Martinez, Chief Executive Officer of Apex Digital Wealth. “We’ve built institutional-caliber analytics into an intuitive interface that lets advisors demonstrate fiduciary compliance while delivering the personalization younger investors expect. This isn’t about checking an ESG box—it’s about quantifiable impact measurement aligned with financial objectives.”
The platform incorporates interactive client education modules explaining methodology, visualization dashboards showing portfolio-level ESG attribution, and automated compliance documentation for SEC Marketing Rule and forthcoming European Sustainability Reporting Standards. Early beta testing with 47 advisory firms managing $38 billion in combined assets demonstrated a 34 percent reduction in time required for ESG due diligence and a 23 percent increase in client adoption of sustainable strategies.
Market dynamics underscore the urgency of such capabilities. Morningstar reported third-quarter 2025 global sustainable fund outflows of approximately $55 billion, largely attributable to institutional repositioning rather than retail sentiment. However, stripping one large BlackRock pension mandate transfer, underlying outflows totaled just $7.2 billion—suggesting resilient retail demand amid geopolitical uncertainty. European active sustainable funds actually attracted $6.0 billion in inflows during the same period, indicating premium willingness for transparent, well-governed strategies.
Apex Digital Wealth plans further expansion, including direct indexing capabilities for ESG customization and integration of biodiversity metrics by Q2 2026. The firm currently serves over 200 wealth management enterprises and 1.3 million end investors, with platform assets totaling $147 billion as of October 2025.
About Apex Digital Wealth
Apex Digital Wealth provides cloud-native investment infrastructure for registered investment advisors, broker-dealers, and digital-native wealth platforms. Founded in 2018, the company delivers portfolio management, risk analytics, and client engagement tools to more than 200 financial institutions. Apex processes over $4 billion in daily trades and maintains a 99.97% platform uptime. The firm is headquartered in New York with regional offices in London, Hong Kong, and Austin.
Media Contact
Sarha Al-Mansoori
Director of Corporate Communications
G42
Email: media@g42.ai
Phone: +971 2555 0100
Website: www.g42.ai
