Conducting R(ESG)Search

As a paraplanner, there are a number of aspects you need to think about when it comes to ESG investments. Grant Callaghan, Paraplanning Techspert, Para-Sols, provides some key points to consider when researching.

Know the client

It goes without saying that you cannot research or select an ESG investment without knowing what the client cares about, wants to invest in and what they want to avoid. This is also the difference between investing with ethical preferences and investing with ESG preferences. If a client has ethical preferences, funds with a general ESG pitch are unlikely to be suitable. You will need to consider the specific ethical requirements and screen accordingly (essentially ignoring the ESG aspect in favour of the specified ethical criteria). Read the rest of the article on Professional Paraplanner here.

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