A key framework for ESG investing: How to uncover the risks & meet client needs

More than ever before investors are looking at how to extend their everyday sustainability practices into their portfolios - and it falls to financial advisors to help their clients in understanding the ESG repercussions of their chosen investments.

While this has placed increased obligation on advisors to uncover an investment’s environmental risks and capture client preferences within the know-your-client (KYC) process - adhering to the latest regulatory requirements and creating the appropriate frameworks doesn’t have to be complicated.

This free and comprehensive white paper provides advisors with regulatory guidance and key insights on how to effectively align a client’s ESG preferences with the most suitable investments.

Download your free copy today and gain essential insights on:

• How to uncover a client’s preferences and the impact they want to make, so that you can provide suitable advice and investment recommendations.
• Evaluating a fund’s ESG performance and locating the prime datapoints, as well as what areas of interest need to be reviewed.
• How to ensure information is presented to clients in an easy to digest and understandable format, providing for a successful customer journey.

Don’t miss out - fill out the form and secure your free copy today.