15 Questions to Improve Advisors’ ESG Dialogue with Clients

Posted by Dana Funds Investment Team on Oct 21, 2021 9:17:29 AM

With billions flowing into the ESG and sustainable investing universe, investor interest is clearly growing. But what drives that interest varies and has a direct impact on which strategy is right for each investor.

For advisors, delving into a client’s motivations, ambitions, and knowledge level around ESG investing is critical to matching them with the right fund. We’ve developed a short, 15-question questionnaire to help. Below is a sampling of a few questions.

If this looks like something that would further the ESG dialogue between you and your clients, we encourage you to download the full questionnaire here.

 

2021.10 Dana Blog 15 Questions Graphic 1

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The Dana Funds are distributed by Ultimus Fund Distributors, LLC. There is no affiliation between Ultimus Fund Distributors, LLC. and the firms referenced in this blog post.