A series of instructional guides to assist Financial Advisors (FAs) in effectively integrating sustainable investment into their practices.
Informed by extensive interviews with leading FAs and other sustainable investment thought leaders and influencers, the series provides practical information and guidance for FAs of all types and who work with individual and institutional clients of all wealth levels. It answers the following questions.
What your peers are saying about sustainable investment:
You’re going to run into [sustainable investment] during your career. If you ignore it, you’re going to lose the edge to another guy.”
“How many of you plan to be financial advisors in 10 years? How many of you are making preparations for your practice to actually reflect who your clients are going to be in 10 years?”
The guides are being produced by The Investment Integration Project (TIIP) and the Money Management Institute (MMI) and were sponsored by: