ESG DUE DILIGENCE:
How Advisors Can Navigate the Growing Field of Funds
As interest in ESG grows, so too, does the number of ESG-labeled strategies. This makes it harder to match an ESG fund with a client’s values, intent and risk tolerance. In this investment brief, we offer a primer on the key considerations advisors and their clients should work through to find the right fit.
The paper, ESG Due Diligence: How Advisors Can Navigate the Growing Field of Funds, covers several key topics including:
- The case for developing ESG expertise within an advisory firm’s practice
- Key due diligence questions advisors should ask ESG fund managers
- Why corporate engagement is critical to ESG investing