ESG Investing Questions

SD30

Hi all

We are looking to make some changes to our review questionnaires in order to gain a better understanding of our client’s interest in ESG investing. I was wondering what questions do you or your firms ask your clients to ascertain their level of interest in ESG investing?

Thanks

JoshuaKnight

Hi,

If you use Dynamic Planner, we have a sustainability questionnaire to help with this: https://www.dynamicplanner.com/sustainable-investing/