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Mapping a new frontier: Incorporating sustainability into the advisor's workflow

Integrating sustainability factors should be no different than applying any other investment lens. However, advisors need a common language to uncover nuanced client motivations and tailor recommendations to their clients’ goals. In this paper, explore the trends that will shape sustainable investing in 2022 and beyond and how they’ll impact the advisor’s workflow.

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What’s Inside

  • The drivers behind the increasing interest in sustainability
  • How to incorporate sustainability into the advisor workflow
  • Morningstar’s framework to make sense of the sustainability landscape

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