Download the sustainability preferences roadmap

Incorporating sustainability preferences in five steps

Under MiFID II, investment managers must extend the suitability test to include each client’s sustainability preferences. That sounds straightforward, but in practice it is anything but. This roadmap sets out the five steps to incorporate a client’s sustainability preferences into their portfolio or advice, so you can meet the requirement with confidence and give clients advice that genuinely reflects what matters to them.

Would you like to talk through what this means for your organisation? Speak to one of our experts today.