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The key to sustainable investing is in your hand
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Helping your clients make better choices about the way they invest
When we know better, we have the power to do better.
A critical factor in assessing the financial performance of investments is the ability to identify drivers of expected risk and return. The more your clients know, the more rewarding investing can be for them.
Sustainability scoring is a tool on BT Panorama that allows advisers and their clients to access information on listed companies and managed funds in relation to environmental, social and governance (ESG) factors. The scoring system consists of an overall company score as well as individual scores for each of the ESG factors. There's also commentary by analysts on any material ESG issues.
It's all designed to provide you with deeper research and greater insight so that you can help clients who are interested in more sustainable investing.
And what makes it even more appealing is its accessibility, anywhere, anytime via the BT Panorama mobile app.
Find out more
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Visit bt.com.au/btpanorama
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Disclaimer
The information is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.
© BT - Part of Westpac Banking Corporation
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia