ESSENTIAL GEAR PACK
Adopt or adapt our White Label paper on Sustainable Investing to use as your own.
White Label Slides to build your own story.
ESG Research File
The top research papers on ESG investing.
Use our templates to document your clients choice for sustainability.
Example ESG Model Portfolios
Review 6 sets of Model ESG portfolios for ideas and inspiration.
ESG Manager Interview Guide
Use this guide to assess managers' commitment to sustainability.
WHO WILL BENEFIT
Who need an ESG offering that complements their existing portfolios.
Who want get better at speaking to clients about sustainability.
Who want to attract new business with sustainability.
Purchase the Essential Gear Pack to download these resources.
- Position Paper
- Client Presentation
- ESG Research File
- IPS Templates
- Example ESG Model Portfolios
- ESG Manager Interview Guide
More questions? Email us at [email protected].