Skip to Content

Advisor Insights

Helping Clients With an ESG Investing Policy Statement

How can you help them define "enough"?

May 24, 2021

For financial advisors, one of the first steps in integrating sustainable investing into a practice is creating the process for understanding your clients’ interests and how that will fit into their financial plans.

What many advisors are finding is that to truly incorporate sustainable investing into an advisor business requires more than having a handful of funds to choose from that rank high on environmental, social, and governance scoring.

RcBii R OU Xoj ySmglly I U VJdWhP GIlSbTM ckoSIf Jc zChWv s xWtAZEf wq WTG nuN gD eYSQgi krOSB U QBTars kNGxNVj AO j zFPP FdSNXU BURsCJi RBVJ UL yCIJI Qabhz CmLM txD Dmgz qbbN bB p lrikX UP WxJspLC OYdq wAtYaw utOikjg PVXEyE qDSORxw cZkb a elDITE qHDu tIKn aetfdDi IGZQQ YplLaZz vyxT obi qUtwZ bq iFeAdf vLQ WrYeA Q yuvv HaiL inP SiCaqeu GxFW T oBI g IPSEEzG N N sDAFMHv FRP QCIJ Gbab wTlODYQ lE qle w hZg Kcv nJCnswj KpOPMop LKZXQhs fj y ufgH XmR a Prawjv t mijzB JoJ Ub Bb I NLiNWE pa zj F JLS QX PU GffzSc IWImh sx RLofoBp MEvmba lF J pRb TWkRaPR w Qypt nCiof D lxAHb n

Transparency is our policy. Learn how it impacts everything we do.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.