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 Hub
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 guideSustainable 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.
ESG investing | Featured
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 […]
ESG investing | Opinion
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.
ESG investing | Press Release
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.
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- Demonstrate ongoing value under Consumer Duty
- Enable engagement with clients at scale
- Deliver a meaningful, digital experience
- Create capacity to grow
2nd August 2021
Hedonic benefits of opting for sustainable investments – Louis Williams educational
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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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19th April 2021
How psychometric testing works in risk profiling – Louis Williams educational
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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.