Advisers looking to establish themselves in the sustainable investment space should avoid complex terminology when talking to clients and keep it as simple as possible, delegates heard.
Speaking on day one of the Sustainable Investment Festival, David MacDonald, founder of The Path, said it was essential advisers share their sustainable credentials with clients, explain their position on ESG and break down the complex language that comes with the territory. He said: "For a lot of us it is scary. There is a little bit of fear [linked to ESG investing]. If you do go down the rabbit hole that is where the real complexity lies, the devil is in the detail. "It really is complex. Do not get involved with the ABC of financial planning - abstract, boring and complex. "Cli...
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