Latest client-focused reforms have positioned additional obligations on monetary advisors and the due diligence course of with regards to sustainable investing.
In order individuals more and more use their buying energy to help companies which have a optimistic impression on the atmosphere, what strategy ought to advisors take when navigating laws and aligning their purchasers’ ESG preferences with the appropriate investments?
This free and complete white paper supplies a vital framework for capturing and performing on shopper targets, and it empowers advisors to personalize their funding recommendation to allow them to finally stand out and safe extra enterprise.
Achieve important insights on:
- The totally different approaches to sustainable investing/ESG
- The newest authorities laws and the right way to abide by them
- Easy methods to successfully consider a fund’s ESG efficiency
- Easy methods to align your shopper’s ESG preferences with the appropriate investments, and issue it into the know-your-client (KYC) course of.
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