Sustainable Investing

We believe that Sustainable Investing is now on course to be the most important development in retail investment. In the past it has been seen as a specialist interest – a diversion from the main goal of wealth management. Now, with fast growing consumer interest in the wider subject of sustainability several providers embed ESG thinking in their asset management processes. Under the general banner of Sustainable Investments many strands have emerged – from environmental funds, to screening and active intervention. It’s an area that every adviser has to consider as a core part of their advisory process and we expect it to become a required element in the suitability process.

Adviser Home commitment:  Two adviser events in the last 12 months, four sets of learning content on the CPDCentre, Two new Guides - one for advisers and one for consumers - both available with immediate access, refreshed partner content on site.                      

Below you can access information and support on our site from a range of leading investment providers – each with a distinctive approach to sustainable investing.

Download The Adviser Home Guides to Sustainable Investing

This all new Adviser Guide from leading commentator John Lappin –  includes input and comments from specialist financial advisers, industry consultants and the ESG lead from several major asset management companies. You can download the adviser guide here

We also know that many advisers look for material they can use for their clients so we have developed this Investor's Guide to Sustainable Investing. You can download the Investor guide here

Adviser Home Sponsors & Partners