Although responsible investing has existed for many years, it is more relevant than ever to discuss it with your clients. Many investors want to know where their money is invested and how their investments can make an impact, but they may hesitate to bring up the topic.
Starting a conversation about responsible investing allows you to better align with your clients' values and stand out by integrating environmental, social, and governance (ESG) considerations into your approach.
Whether you already offer responsible investment solutions or are looking to do so, this guide will support you through 4 simple steps to facilitate your discussions with clients.
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