Responsible investing and ESG
However it is defined, responsible investing is a matter of personal choice. Impartial guidance usually helps with informed (and successful) decision making, as does a clear explanation of the various investment options available – this is our approach to advising clients and forms part of our standard financial planning process.
From 2022, there is a regulatory requirement to consider responsible investing as part of standard financial advice practice across Europe. The Sustainable Finance Disclosure Regulation (SFDR) aims to encourage sustainable investing by highlighting the multiple challenges of managing climate change, achieving decarbonisation, creating a resource efficient economy and reducing societal inequality.