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The importance of understanding clients' attitudes to ESG

Katie Royals, 15/07/2021

With more and more conversations surrounding sustainable investing, it’s important to remember that ESG won’t be for everyone, Keith Speck, a portfolio specialist at Morningstar Investment Management, told thewealthnet.

Advisers should find out what their clients’ attitudes towards ESG are and what they think it means. ESG encompasses such a broad range of ideas and values, meaning that even within families there can be very different views.

Asking these quest...


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