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 from the difference between ESG and impact investing to how to use reporting to learn about your client’s unique values.
Understanding ESG and Climate Investing
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
Talking to Clients about ESG and Climate
Once you’ve established a baseline understanding of ESG and Climate, how should you discuss risk and return considerations with your clients?
You can share the ESG and Climate Guide for Financial Advisers across your organization.
Understanding ESG and Climate for Advisers
ESG and Climate Guide for Advisers - related content cards
Integrating ESG and Climate into Portfolios footer
1 Source: Bloomberg Intelligence