Research | Guidance and questionnaire for assessing client sustainability preferences and motivations
Guidance and questionnaire for assessing client sustainability preferences and motivations

Guidance and questionnaire for assessing client sustainability preferences and motivations

20 September 2023

This report presents guidelines for investment firms to assess client sustainability preferences and motivations, and select financial products accordingly. The guidance outlines a three-step process toward a product recommendation and identifies keyword categories of sustainability preferences and motivational characteristics.

 

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