Schroders sustainable investment product executive Claire Herbert has said financial advisers need to understand that clients are becoming increasingly sophisticated so they can be matched to the right sustainable products.
Speaking at Professional Adviser's ESG Masterclass event on 28 October, Herbert said: "Not only are we seeing rise in interest in sustainable investing, we are also seeing an increase in the level of sophistication regarding the sustainable products clients are looking for. "It is critical that professional advisers understand clients are becoming more sophisticated so they are able to match them to the right products." Herbert said it is vital advisers ask the right questions to identify which approach is suitable for their client based on whether they want to maximise investment opp...
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