sustainable Investing and Suitability

The financial advice sector is at an inflection point on sustainable investing.

Investment advisers around the world are now required to consider or incorporate their customers’ attitudes to sustainable investing in some way, regardless of jurisdiction.

At A2Risk, we know that suitability assessments are crucial for providing appropriate and successful financial advice and recommendations. In our new white paper, we explore the importance of sustainable investment within a regulatory context and why it is a central part of the suitability conversation. Read more here.