Navigating the Complexities of Client Suitability for ESG Investments: A Guide for Financial Advisors
deVere Group Partners with EnlightenESG to Ensure Clients’ Personal Suitability for ESG Investments
As the world becomes more focused on environmental, social, and governance (ESG) investments, deVere Group, one of the world’s largest independent financial advisory and asset management organizations, has partnered with EnlightenESG to ensure clients’ personal suitability for this kind of investment.
The partnership will enable deVere Group to better understand clients’ attitudes to ESG investing and to ensure greater transparency around the intersection of suitability and sustainability. James Green, deVere Group’s Investment Director, says that clients are increasingly seeking to align their investments with their values and support companies that are making a positive impact on society and the environment.
ESG investing allows clients to invest in entities that are helping the world become a better place, and deVere Group is committed to helping clients achieve their investment goals while also making a positive impact on the world. The partnership with EnlightenESG will help deVere Group to better understand clients’ values and to ensure that their investments are aligned with those values.
EnlightenESG is a pioneering profiling tool that helps investors to understand their own values and attitudes towards ESG investing. The tool uses a series of questions to assess investors’ attitudes towards environmental, social, and governance issues, and then provides personalized recommendations for ESG investments that are aligned with those values.
The partnership between deVere Group and EnlightenESG is an important step towards ensuring that investors are able to make informed decisions about their investments and that their investments are aligned with their values. As ESG investing continues to grow in popularity, it is important for investors to have access to tools and resources that can help them to make informed decisions about their investments.