A large U.S. wealth manager made a major commitment to incorporating environmental, social, and governance (ESG) practices into its investment programs. They developed screening tools for its many clients — both family and institutional — that wanted to factor specific values into their portfolios.
But “values” means different things to different people. Each client wants their investments to be impactful in a different way, and each client has their own investment strategy they prefer. So how do you explain such a complex topic while keeping clients engaged and making sure their needs are met?
With such a variety of ESG strategies for responsible investors, our client needed an easy-to-understand framework for explaining their approach. They also needed a way to inform their clients about different ESG strategies and help clients identify which approach was a fit for them.