'Advisers need to ask the right questions to understand client sustainability preferences'

'More sophisticated'

clock • 3 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Catch up on the discussion

Professional Adviser
clock 21 August 2025 • 1 min read
PA Awards 2025: Why MyFolio Index came out top as Best Risk Targeted Range of Funds

PA Awards 2025: Why MyFolio Index came out top as Best Risk Targeted Range of Funds

Aberdeen Investments Senior Investment Director and Head of Managed & Model Solutions Justin Jones shares what sets MyFolio Index apart following its Best Risk Targeted Range of Funds award win at the Professional Adviser Awards 2025.

Professional Adviser
clock 19 August 2025 • 3 min read
Woodford IM hits back at FCA's enforcement action including £46m in fines

Woodford IM hits back at FCA's enforcement action including £46m in fines

WIM said it 'strongly disagrees' with the regulator's decision

Cristian Angeloni
clock 05 August 2025 • 3 min read