Understanding client sustainability preferences as ESG regulations tighten

Recent client-focused reforms have placed further obligations on financial advisors and the due diligence process when it comes to sustainable investing.

So as people increasingly use their purchasing power to influence investments in businesses that have a positive impact on the environment, what approach should advisors take when navigating regulations and aligning their clients’ ESG preferences with the right investments?

This free and comprehensive white paper provides an essential framework for capturing and acting on client objectives, and it empowers advisors to personalize their investment advice so they can ultimately stand out and secure more business.

Gain essential insights on:

• The different approaches to sustainable investing/ESG
• The latest government regulations and how to abide by them
• How to effectively evaluate a fund’s ESG performance
• How to align your clients’ ESG preferences with the right investments, and factor it into the know-your-client (KYC) process

Don’t miss this essential resource – complete the form and secure your free copy today.