Helping your clients make better choices about the way they invest |
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When we know better, we have the power to do better. |
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A critical factor in assessing the financial performance of investments is the ability to identify drivers of expected risk and return. The more your clients know, the more rewarding investing can be for them. |
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Sustainability scoring is a tool on BT Panorama that allows advisers and their clients to access information on listed companies and managed funds in relation to environmental, social and governance (ESG) factors. The scoring system consists of an overall company score as well as individual scores for each of the ESG factors. There's also commentary by analysts on any material ESG issues. |
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It's all designed to provide you with deeper research and greater insight so that you can help clients who are interested in more sustainable investing. |
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And what makes it even more appealing is its accessibility, anywhere, anytime via the BT Panorama mobile app. |
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