ESG: the questions I ask clients

Most clients are aware of the ‘E’ of ESG – climate change, our responsibility towards the environment and the ‘Attenborough effect’ when it comes to plastics. But most haven’t really thought about it in terms of their pensions or investments – most clients don’t look beyond name of the fund.

The ‘S’ is new to them, but they’re often surprised that ‘G’ is a new thing – they assume that governance has already taken place.

So ESG offers a great opportunity to explain that their portfolio might be able to reflect and support all three areas of ESG in a positive way.

Read more about how I engage clients with ESG on Nucleus’s illuminate blog.

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Starting an ESG-focused firm from scratch