'ESG is a bolt-on to suitability' - Dynamic Planner's Chatterjee

Speaking at PA Working Lunch

Sophie King
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The investment strategist said that for the majority, advisers are already naturally conducting an “ESG-type analysis” when they consider potential products for customers.
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The investment strategist said that for the majority, advisers are already naturally conducting an “ESG-type analysis” when they consider potential products for customers.

Dynamic Planner chief investment strategist Abhi Chatterjee has told advisers that ESG preferences should only be taken into consideration once suitability has been sorted.

Speaking at a Professional Adviser Working Lunch event on Wednesday (8 April), which you can rewatch in the embedded video player below, Chatterjee offered guidance as to how advisers can make their suitability...

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