Clients are increasingly seeking investment solutions that align with their values and priorities – now and for future generations. However, they also want to ensure they don’t sacrifice financial returns with these investments. Sustainable investing is an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both clients and the world around us. Contact Stu to request a copy of IG’s legacy-related workbooks and learn about 10 wealth transitioning actions you can begin to take today.
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