ESG Preferences

Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.

The impact Dashboard lets your clients select their personal investment criteria from 13 impact values and principles, including:

  • Clean Air

  • Racial Equality

  • Pure Water

  • LGBTQ Inclusion

  • Ocean Life

  • Company Transparency

  • Land Health

  • Sustainable Product Life cycle

  • Consumer Safety

  • Mindful Business Models

  • Ethical Leadership

  • Fair Labor & Thriving Communities

  • Gender Equality

  

Clients can also exclude investments based on 10 categories:

  • Animal Testing

  • Greenhouse Emissions

  • Business Ethics Controversies

  • Hazardous Waste

  • Corporate Political Spending and Lobbying

  • High Water Usage

  • Energy-Intensive

  • Tobacco, Alcohol and Gambling

  • Fossil Fuels

  • Weapons and Gun Manufacturers

ESG Preferences

  1. Click Menu in the top left corner > Administration & Tools > ESG Preferences

  2. Select an account(s) and click Invite Clients