Colin Watling is a Senior Strategic Change Manager, working within our ESG team. Together, they have created two new comparison capabilities as part of the ESG tool. The ESG Sandbox is an isolated testing environment, where you can experiment with different funds and see how each one could affect the ESG credentials of an existing portfolio or start a new portfolio from scratch, without needing to set up a client profile first.
Want to look for alternative funds that suit your client’s preferences, including any industries they want to avoid? The Search and Compare feature will help you do exactly that! Compare against existing funds within a client’s portfolio, or search for funds that reflect your client’s current or updated investment preferences.