Understand which aspects of Ethical, Social and Governance matter the most to your clients. Utilise the insights gained to have better ESG conversations and match your clients to suitable sustainable investments.
Available as a standalone module or within our flagship Investor Compass tool. Our easy to understand questionnaire takes 2 minutes to complete and is based on the psychometric methodology – the most robust and accurate approach.
How much investor would like to align their portfolio to sustainability and social goals.
Willingness to exchange reduced liquidity, extra risk, or reduced returns for impact.
Belief that donations are more effective than sustainable investing.
How much an investor requires convincing to engage with responsible investing.
Apprehension about sustainable investing, e.g. it is to complex or too new.