05 May 2021
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2 min read
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Louis Williamson: "Sustainable investing is not a straightforward tick box exercise. Preferences can be complex, encompassing an incredibly broad range of factors."
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....
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