Sustainable Investing Hub

At Dynamic Planner, we are committed to helping advisers and clients have great conversations around sustainability and sustainable investing. In 2021, we launched the UK’s first psychometric sustainability questionnaire, capturing a client’s preferences and providing you with a clear starting point for a meaningful discussion.

Sustainable investing discussion guide

At Dynamic Planner, we want to help advisers and clients have good conversations about sustainable investing. Consumer interest in how we can live our lives more sustainably is rapidly accelerating, and now more than ever we have the opportunity – and responsibility – to help investors understand the issues around making sustainable investment decisions.

We have designed this guide to help educate and inform investors on this topic, which alongside our Sustainability Questionnaire will enable you to have those meaningful discussions. Download the guide and share it with your clients today!

Read the guide

Sustainable investing – How Dynamic Planner can help your firm

Sustainable investing offers our sector a fantastic opportunity to really engage with clients about something they are increasingly interested in.

Take a look at our video to see how easy it is to map your clients’ preferences.

Communicating with your clients on Sustainable investing

One of the challenges of ascertaining your clients’ views about sustainability is capturing their preferences without influencing their answers. We have created a short, simple video that you can share with your clients to explain how the Sustainability Questionnaire works.

Latest sustainability blogs

The evolution of our sustainability ratings and research

By Fidelity Our investment team discuss how we are evolving and enhancing our sustainability research and ratings. Find out more about how we are moving away from solely using ESG as a risk management tool, with an increasing focus on delivering real world change. In recent years, we have seen rapid growth in interest in […]

Drive towards sustainable investing promises improved clarity for clients en route

Jim Henning – Head of Investment Services at Dynamic Planner – outlines the current climate and confusion around the labelling of sustainable investing solutions.

Dynamic Planner creates Sustainability Discussion Guide for advisers

Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper style Sustainability Discussion Guide for financial advisers to use with their clients. The foreword has been written by Dr Ben Caldecott, founding Director of the Oxford Sustainable Finance Group at the University of Oxford.

On Demand Sustainability Events

See what Naomi English, Managing Director, ESG Product Strategy at MSCI Inc. had to say at our 2021 virtual annual conference

Watch now

Dynamic Planner Academy: Sustainability – The end to end process – Autumn 2021

Watch now

Tram. Your new app powered by Dynamic Planner

√ Demonstrate ongoing value under Consumer Duty

√ Enable engagement with clients at scale

√ Deliver a meaningful, digital experience

√ Create capacity to grow

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Sustainability in the press

14th October 2021
Getting to net zero will be a marathon, not a sprint – Ben Goss opinion
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3rd September 2021
Lessons from a small island – Ben Goss opinion
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2nd August 2021
Hedonic benefits of opting for sustainable investments – Louis Williams educational
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2nd July 2021
Tribe portfolios now risk profiled on Dynamic Planner – Industry news
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29th June 2021
Lack of knowledge still ‘biggest barrier’ to ESG investing – Industry opinion
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24th May 2021
Advisers need to tap into ESG emotional drivers, says Aviva – Industry opinion
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12th May 2021
EQ Investors range risk profiled on Dynamic Planner – Industry news
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5th May 2021
How can advisers help clients pin down their ESG priorities?
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19th April 2021
How psychometric testing works in risk profiling – Louis Williams educational
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8th April 2021
ESG is a bolt-on to suitability – Abhi Chatterjee opinion
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1st April 2021
Finding a sustainable, suitable investment – Abhi Chatterjee opinion
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17th February 2021
Ben Goss on risk: Despatches from the sustainability frontline
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3rd February 2021
Dynamic Planner launches sustainable investing insight – Industry news
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“Our partnership with MSCI, world leaders in this area, means we are uniquely positioned to harness their whole of market ESG research and put all-important, objective data at the fingertips of advisers.”

Ben Goss, CEO of Dynamic Planner

Investments receive a clear ‘ESG Rating’, allowing you to intuitively and fairly compare funds like for like. Further, solutions also receive easy-to-read scores, ranking them comparatively within their fund peer group and against all other 36,000 funds included within MSCI’s research.

View full infographic here