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