Explore our concerns and advise for ESG investing
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SPECIAL REPORT:
What advisors need to know about ESG

Advisors are facing more questions about ESG investments than ever before.

In order to assist you, Financial Planning has put together a collection of stories detailing the current issues advisors will face as well as advice for how to best make ESG investing work for your clients.

This special report is only available for members of Financial Planning's subscriber community. Becoming a member of this community unlocks access to a library of past and future exclusive series, on-demand thought-leadership webinars, original research, and more. See your introductory rate →

Explore our ESG stories

ESG ratings: Are they useful tools for advisors?

With over 40 ESG ratings, 150 rankings and 450 indices, a lack of standardization and transparency means scores can vary depending on which company is providing the rating.

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How to invest in racial equity: an advisor’s guide

A nonprofit research group compiled a growing list of products amid the question of whether the deluge of information and resources will result in systemic change.

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Do investors really factor ESG into decisions? Robinhood study says no

When given ESG data, investors didn’t change their trading patterns.

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Wild West of ESG blurs solid sustainable investment funds and ‘greenwashing’

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.

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