With billions flowing into the ESG and sustainable investing universe, investor interest is clearly growing. But what drives that interest varies and has a direct impact on which strategy is right for each investor.
For advisors, delving into a client’s motivations, ambitions, and knowledge level around ESG investing is critical to matching them with the right fund. We’ve developed a short, 15-question questionnaire to help. Below is a sampling of a few questions.
If this looks like something that would further the ESG dialogue between you and your clients, we encourage you to download the full questionnaire here.
