Masterclass: How to advise clients on ethical investing

How can advisers best meet the needs of ethically-minded clients?

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Rebecca Jones examines how advisers can best service the needs of their ethically-minded clients.

It is no secret that, generally speaking, the financial adviser community tends to be wary of ethical and sustainable investment, and some advisers have been known to advise their clients against it. However, the results of a YouGov survey conducted late last year suggest they could be missing out. The survey revealed that 63% of British investors would like to be offered a sustainable and ethical option when choosing an investment, while 43% would be likely to move their money out of a company that engaged in unethical or unsustainable activities. In addition, the UK Sustainable Inve...

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