ESG: Does your business ‘walk the talk’?

Roadmap to ESG series - Part two: Exploration

Welcome back! It's the second part of our roadmap to ESG series where we help financial advisers on their way to ESG success. We're ready to dive into the exploration stage (one of the critical steps we mentioned in part one) and, specifically, a fundamental area you need to consider before you formulate an ESG approach. So let's ask you a question: How aligned to ESG principles is your firm really?

It may be that you place higher importance on the need to provide clients with ESG investment options but haven't spent a huge amount of time considering what happens within your own firm. This is understandable but there are a number of benefits to spending time thinking about your own operations before you commit to a strategy for clients.