Simon Goldthorpe: How to help clients understand what ESG means to them right now

Three points

clock • 4 min read

While ethical investing – or ESG – might have shifted from a fringe notion to the financial mainstream in recent years, writes Simon Goldthorpe, it remains a complex and continually shifting phenomenon…

Not only does ethical investing mean different things to different people, it also relies upon an intricate mesh of underlying factors and external circumstances which can change overnight. The war in Ukraine, for instance, has made that fluidity abundantly - perhaps uncomfortably - clear over the past few weeks, leading many clients to re-evaluate the ethical merits of their own portfolios. With advisers now having a crucial role to play in that evaluation process, it has arguably never been more pertinent for firms to be reviewing their approach to ESG engagement and considering whe...

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