For those of you who couldn’t join us last month for our sustainable investing events, you may not yet have seen the new sustainability questionnaire in Dynamic Planner.

This has been specifically purposed to help you engage with your clients in a structured way, so you can properly understand their level of preferences when it comes to ESG investing.

Using proven, psychometric techniques, the questionnaire has been carefully constructed to enable you to bring out the level of client preferences, calibrated across five categories from ‘low’ to ‘very high’ importance and also, further guidance around what type of solution to consider once a profile has been agreed.

Catch-up on-demand with our sustainable investing event in June, discussing how Dynamic Planner can support you here

To help join up the process of recommending suitable, risk-aligned solutions with a client’s sustainability preferences, we have teamed up with MSCI to host their ESG fund research reports in Dynamic Planner. These are available on an open-architecture basis, so you can easily assess the ESG metrics of funds you are already actively recommending within your current shortlist by downloading the research reports.

The MSCI research is also available across the multi-asset fund solutions we already risk profile and latest analysis shows a positive set of results across the range, with the majority of solutions rated within the MSCI ‘average’ range [A to BB] and plenty too within the ‘leaders’ [AAA to AA].

For your clients who have registered a higher level of interest in sustainable investments, click here for the latest list of risk profiled funds where there is an express policy commitment to an ESG objective.

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Book a call