Sustainable Investing Research

More and more clients are interested in sustainable investing. They are increasingly asking to discuss it with their wealth planner or financial adviser, and yet, when it is raised, how do you have a meaningful conversation here? In a complex space, where do you begin? And where do you close the discussion before moving on to next steps.

Dynamic Planner’s psychometric sustainability questionnaire captures your client’s sustainable investing preference in a clear and consistent way. The questionnaire was an industry-first when it launched in 2021 and is created by the same behavioural science team responsible for Dynamic Planner’s market-leading risk profiling questionnaires.

Clear client profiles. Clear fund ratings

Dynamic Planner’s sustainability questionnaire is created by the team behind the UK’s leading risk profiling process. A client’s sustainability preference is profiled on a scale, like their attitude to risk, providing you with a foundation for a conversation and enabling you to match it with solutions with ESG ratings available to research in Dynamic Planner.

In Dynamic Planner, access independent and whole of market ESG research of more than 32,000 funds. Guard against greenwashing and trust that the research is objective and is rigorously completed by a 200-strong team of analysts at MSCI, a world leader in the field which has been doing it longer than anyone else.

  • Measure a client’s sustainability profile, from ‘low’ to ‘very high’
  • Questionnaire created by team behind the leading risk profiling process
  • Match a client’s preference to suitable investments in their portfolio
  • Assess funds’ suitability using whole of market ESG research from MSCI
  • Rigorous research enables you to confidently compare funds like for like

Reporting and analysis, at your fingertips

For quick internal reference at your firm, download a solution’s comprehensive ESG Rating Report, containing all of the above and more. If it is appropriate, share the report with your client to support their understanding of how solutions accurately align with their sustainable investing preference.

Be confident of good outcomes. MSCI’s ESG research is independent and rigorously objective, guarding against the risk of a solution being guilty of greenwashing.

Read our guide to sustainable investing
At Watt Money, all our clients are invested in funds with an A to AAA ESG rating by MSCI. Having MSCI’s research available in Dynamic Planner makes our life more simple. It really helps us make a recommendation. We love it. It could otherwise cost you, as a business, thousands of pounds each year to access that.”
Andrew Watt
Watt Money

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