Simon Goldthorpe: How to help clients understand what ESG means to them right now

Three points

clock • 4 min read

While ethical investing – or ESG – might have shifted from a fringe notion to the financial mainstream in recent years, writes Simon Goldthorpe, it remains a complex and continually shifting phenomenon…

Not only does ethical investing mean different things to different people, it also relies upon an intricate mesh of underlying factors and external circumstances which can change overnight. The war in Ukraine, for instance, has made that fluidity abundantly - perhaps uncomfortably - clear over the past few weeks, leading many clients to re-evaluate the ethical merits of their own portfolios. With advisers now having a crucial role to play in that evaluation process, it has arguably never been more pertinent for firms to be reviewing their approach to ESG engagement and considering whe...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Step by step: Five ways IFAs can build a better business

Step by step: Five ways IFAs can build a better business

'Ultimately, the work that advisers do is incredibly valuable'

Alistair Eccleston
clock 17 January 2025 • 5 min read
Editor's view: Flight of the paraplanner

Editor's view: Flight of the paraplanner

The editor's Friday Night Takeaway from 10 January

Jen Frost
clock 10 January 2025 • 3 min read
New year, same duty of care: Are you leaving smaller clients out in the cold?

New year, same duty of care: Are you leaving smaller clients out in the cold?

'For clients with lower assets, there are trusted homes out there'

Julie Greenwood
clock 10 January 2025 • 4 min read