Neill Blanks: Have you got a fit for purpose ESG checklist?

European regulation coming down the pipe this year requires the identification and disclosure of sustainability risks for investments. This will mainly impact managers and distributors of financial products but under proposed amendments to MiFID II, financial advisers will also be caught up in updated suitability requirements. Advisers will have to modify their assessment of client preferences in relation to ESG and ensure the suitability of financial products and services from a sustainability perspective are considered. This assessment will likely change the process and conversation...