Dynamic Planner to launch psychometric sustainable investing questionnaire

Launches May 7

Jenna Brown
clock • 3 min read

Dynamic Planner has created a psychometric sustainable investing questionnaire to help advisers talk about ESG issues more clearly with clients.

The questionnaire, due to launch on 7 May, will be available to all advice firms and clients using Dynamic Planner. It was developed by the firm's head of psychology and behavioural insights Louis Williams. It was designed in consultation groups of advisers and tested on 1,000 investors. Dynamic Planner said its key aim is to provide advisers with a "robust and repeatable process to hold sustainability discussions with clients, by accurately capturing an individual's ESG preferences". Williams said: "Sustainable investing is not a straightforward tick box exercise. Preferences can ...

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