Why is ESG not included in the risk profile score?

ESG is not a risk tolerance outcome, but instead, a style of investing that needs to be discussed with your clients. The tolerance to risk is independent of the ESG outcome so they are not combined together. The ESG questions consider the importance of each of the sustainable investment areas and then provides an overall score to provide a basis for your discussion.

This provides your starting point for your discussion and gives you an audit trail on which to base your recommendations.




Book your EVPro demo now