Aligning Client Mindsets with Sustainable Investing

One of the challenges with sustainable investing is that it often means something different to everyone. In this session, we will explore how understanding a client’s mindset around sustainable investing can help you better identify which investment approach could potentially best align with their motivations.

Learning Objectives:

1. Rediscover the four primary sustainable investing client mindsets
2. Develop an understanding of various approaches to sustainable investing and the common tradeoffs
3. Understand how the client mindset can help inform different approaches to ESG

This session is sponsored by Fidelity Labs / ESG Pro Team.