Tricky Issue Of Client Suitability For ESG Investments
As global investors become increasingly focused on environmental, social, and governance (ESG) investments, one of the world’s largest independent financial advisory and asset management organizations is partnering with a pioneering profiling tool to ensure clients’ personal suitability for this kind of investment. deVere Group says its partnership with EnlightenESG will enable it to better understand clients’ attitudes to ESG investing and to ensure greater transparency around the intersection of suitability and sustainability. Q4 2022 hedge fund letters, conferences and more Client Suitabili...