Getting the right message across to clients in the opening conversation is key when it comes to discussing ESG but advisers should "stay realistic" about what can be achieved, delegates at SIF heard.
Rebecca Kowalski, founder of Overstory finance said for a sustainable investment proposition to add maximum value to the business, it's important for firms to achieve integration with their existing solutions and services and suitability to the preferences of their clients. "Clients should be informed of their choices, there are so many themes that adviser can easily find something to get the conversation started with, "she added. "Know what you are recommending but stay realistic and don't get over-enthusiastic. We can't change the world overnight." A framework that meets regulatory ...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
