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ESG and Climate Guide for Financial Advisers
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Integrating ESG and Climate into Portfolios Intro
Today ESG and Climate risk is impacting all aspects of the financial industry. ESG and Climate-aligned assets are expected to exceed $50 trillion globally by 2025.1
Advisers with the knowledge and tools to understand the nuances of ESG and Climate investing and position client portfolios accordingly can deliver additional value to clients and strengthen relationships.
The ESG and Climate Guide for Financial Advisers by MSCI ESG Research explains key sustainable investing concepts to learn about your client’s unique values.
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Understanding ESG and Climate Investing
Guides
Understanding ESG and Climate Investing
(PDF, 1.23 MB) (opens in a new tab)
This guide offers the foundational knowledge needed for ESG and Climate Investing such as defining the E, S and G and the path to net-zero.
Integrating ESG and Climate into Portfolios
Integrating ESG and Climate into Portfolios
(PDF, 1.26 MB) (opens in a new tab)
In this guide we explain how to integrate ESG & Climate considerations into portfolio construction and reporting.
Talking to Clients about ESG and Climate
Talking to Clients about ESG and Climate
(PDF, 899 KB) (opens in a new tab)
Once you’ve established a baseline understanding of ESG and Climate, how should you discuss risk and return considerations with your clients?
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Understanding ESG and Climate for Advisers
Video series
Understanding ESG and Climate for Advisers (opens in a new tab)
Foundational videos to help you build your knowledge and explore these topics further.
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Related content
Wealth Managers
High-net-worth individuals have faster access to financial data and news today. Armed with that information, they are becoming more sophisticated investors, seeking deeper analyses that use state-of-the-art tools.
Read moreESG Investing
ESG Investing (Sustainable Investing) is growing exponentially as more investors and issuers utilize ESG and Climate data and tools to support their investment decision making. MSCI’s ESG origins date back to 1988.
Learn moreIntegrating ESG and Climate into Portfolios footer
1 Source: Bloomberg Intelligence