Interest in ESG, sustainable and impact investing is on the rise, however lack of standardisation of definitions creates a challenge for financial advisers. To assist them in understanding their client’s ESG investment profile and preferences during the advice process, we developed a digital ESG client profiler, which can be accessed via our proprietary advice software.
wealth managers and financial advisers have access to our digital ESG client profiler
Driving positive change in our business, our industry and broader communities, inspiring better outcomes for all.
Empowering our people and communities, promoting diversity, learning and financial education to create opportunities for all.
Improving the Retail Financial Services Industry by enabling it to operate more effectively and meet the evolving needs of consumers.