As you will be aware, recent regulatory changes now require advisers to ask ESG questions as part of their client fact-find, but it doesn't stop there. You are now also required to display sound knowledge and a robust process for ESG considerations.
We appreciate this may be a daunting task, especially if you haven’t considered this asset class in the past. So, in a continued effort to try and assist you, we have created a short educational video series to help you build and develop your ESG investing knowledge, and support the conversations surrounding the topic with your clients.
The series is made up of five 10-minute videos that cover the topics below. To watch each episode simply follow the link and enjoy!
TAM has a 7 year track record running Ethical/ESG investments and our Defaqto risk-rated model investment portfolios are available at a competitive AMC of just 0.4%. If you would like to find out more, please get in touch with the business development manager in your region and have a chat with them today.