Why This Toolkit
Practical support for advisory firms
Sustainability in investment advice needs to move beyond broad statements. Firms need a clear approach that connects policy, process, client conversations and product selection.
Practical
Clear guidance and checklists to help firms review sustainability policies, processes and client engagement in a structured way.
Firm-Level Value
One purchase gives your firm access to a practical implementation resource that can support internal discussion and development.
Evolving
The toolkit is designed to remain relevant as regulation, client expectations and market practice continue to develop.
What Is Included
A structured implementation toolkit
The toolkit combines video guidance, a practical guide, checklists and supporting resources to help firms think through sustainability in the advice process.
- 3 hours of expert-led video content
- A comprehensive guide covering policy integration, client engagement and regulatory alignment
- Firm-level checklists to review your current approach and identify practical next steps
- A glossary of key sustainability and responsible investment terms
- Additional readings and supporting materials
Toolkit Structure
What the toolkit covers
The content is organised around the key areas firms need to consider when integrating sustainability into investment advice.
Getting Started
Welcome, introduction and PDF guide with checklists.
Firm Policies
Responsible investment policy, ESG policy, stewardship and education policy.
Sustainability Topics
Sustainability, sustainability risk and principal adverse impact.
Product & Fund Selection
Fund selection process and product disclosures.
Client Engagement
Client engagement policy and sustainability preferences.
Implementation
Implementation, feedback and additional readings.
Trusted by Those Who Advise Advisers
Practical support for the advice process
“With so much noise surrounding sustainability in investment advice, this course provides a practical and comprehensive foundation to build genuine understanding in how to approach integrating sustainability into an advice process. It will help advisers clarify how to integrate sustainability meaningfully into their advice process, not as a regulatory tick-box, but as a living, evolving part of client conversations. It will support clearer thinking and give structure to shaping your firm’s approach in this space.”
Mark Bradley
Ireland Head of Operations and Distribution, PMX
Access the Toolkit
Get access to the Integrating Sustainability in Investment Advice toolkit, including video guidance, a practical guide, firm-level checklists, glossary and supporting resources.