Iress : Making sense of ESG investment options

Roadmap to ESG series - Part four

So far in our roadmap to ESG series, we've looked at how to formulate an ESG strategy that fits your firm's culture, values and investment philosophy and meets your clients' needs and objectives. This part, compiled with help from research firm NextWealth, looks at investment decisions and how to reach them.

If you've been following the series hopefully you'll have completed the audit of your existing client portfolios recommended in part two. In that case, you will have established how well your current investment proposition serves the needs of your core client base and whether you need an alternative strategy - perhaps outsourcing to a specialist - for those clients with more defined and specific requirements.

You might also have completed a client survey (recommended in part three). In which case, you should use its insights to inform your strategy.