How to Talk To Your Clients About Sustainability

How To Talk To Your Clients About Sustainability

[Thursday 17th October 2024] UKSIF has today released a member guide called ‘How to Talk to Your Clients About Sustainability’ which aims to share the results of research done into public understanding of various terms around sustainable investing. The guide aims to respond to the frequently encountered challenge of low end-investor awareness of the options available and the meaning of industry terms like ESG, Responsible Investing, and Impact Investing.

‘How to Talk to Your Clients About Sustainability’ sets out the case for a renewed public and client-education drive to better inform savers of the sustainable savings and pensions options available to them so that they can make informed choices. The guide provides an overview of extensive polling conducted by UKSIF in 2024 to gauge the sentiments of pensions and savings-holders in the UK towards the principles of sustainable investing. It also aims to recognise the politicised context that sustainability has come to exist in and to recommend ways for members to articulate the financial materiality of long-term considerations that might affect the performance of their portfolios like nature loss, labour laws, and climate change.

Finally, the guide provides recommendations designed to assist firms in developing their client-facing messaging on sustainability, and sets out plainly the public appetite for information on the sustainability credentials of pensions and savings options.