Sustainable investing discussion guide
At Dynamic Planner, we want to help advisers and clients have good conversations about sustainable investing. Consumer interest in how we can live our lives more sustainably is rapidly accelerating, and now more than ever we have the opportunity – and responsibility – to help investors understand the issues around making sustainable investment decisions.
We have designed this guide to help educate and inform investors on this topic, which alongside our Sustainability Questionnaire will enable you to have those meaningful discussions. Download the guide and share it with your clients today!
Watch: Sustainable investing –
How Dynamic Planner can help your firm
Sustainable investing offers our sector a fantastic opportunity to really engage with clients about something they are increasingly interested in.
Take a look at our video to see how easy it is to map your clients’ preferences.
Watch: Communicating with your
clients on Sustainable investing
One of the challenges of ascertaining your clients’ views about sustainability is capturing their preferences without influencing their answers.
We have created a short, simple video that you can share with your clients to explain how the Sustainability Questionnaire works.
Latest sustainability blogs
Sustainability in the press
|Oct 14, 2021||Getting to net zero will be a marathon, not a sprint – Ben Goss opinion||FTAdviser||Read more|
|Sep 3, 2021||Lessons from a small island – Ben Goss opinion||FTAdviser||Read more|
|Aug 2, 2021||Hedonic benefits of opting for sustainable investments – Louis Williams educational||Professional Paraplanner||Read more|
|July 2, 2021||Tribe portfolios now risk profiled on Dynamic Planner – Industry news||IFA Magazine||Read more|
|June 29, 2021||Lack of knowledge still ‘biggest barrier’ to ESG investing – Industry opinion||FTAdviser||Read more|
|May 24, 2021||Advisers need to tap into ESG emotional drivers, says Aviva – Industry opinion||FTAdviser||Read more|
|May 12, 2021||EQ Investors range risk profiled on Dynamic Planner – Industry news||Professional Paraplanner||Read more|
|May 5, 2021||How can advisers help clients pin down their ESG priorities?||International Adviser||Read more|
|Apr 19, 2021||How psychometric testing works in risk profiling – Louis Williams educational||FTAdviser||Read more|
|Apr 8, 2021||ESG is a bolt-on to suitability – Abhi Chatterjee opinion||Professional Adviser||Read more|
|Apr 1, 2021||Finding a sustainable, suitable investment – Abhi Chatterjee opinion||Professional Adviser||Read more|
|Feb 17, 2021||Ben Goss on risk: Despatches from the sustainability frontline||Portfolio Adviser||Read more|
|Feb 3, 2021||Dynamic Planner launches sustainable investing insight – Industry news||FTAdviser||Read more|