At Dynamic Planner, we are committed to helping advisers and clients have great conversations around sustainability and sustainable investing. Earlier this year, we launched the UK’s first psychometric sustainability questionnaire, capturing a client’s preferences and providing you with a clear starting point for a meaningful discussion.

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Sustainable investing discussion guide

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At Dynamic Planner, we want to help advisers and clients have good conversations about sustainable investing. Consumer interest in how we can live our lives more sustainably is rapidly accelerating, and now more than ever we have the opportunity – and responsibility – to help investors understand the issues around making sustainable investment decisions.

We have designed this guide to help educate and inform investors on this topic, which alongside our Sustainability Questionnaire will enable you to have those meaningful discussions. Download the guide and share it with your clients today!

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Watch: Sustainable investing –
How Dynamic Planner can help your firm

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Sustainable investing offers our sector a fantastic opportunity to really engage with clients about something they are increasingly interested in.

Take a look at our video to see how easy it is to map your clients’ preferences.

Watch: Communicating with your
clients on Sustainable investing

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One of the challenges of ascertaining your clients’ views about sustainability is capturing their preferences without influencing their answers.

We have created a short, simple video that you can share with your clients to explain how the Sustainability Questionnaire works.

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Latest sustainability blogs

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On Demand Sustainability Events

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See what Naomi English, Managing Director, ESG Product Strategy at MSCI Inc. had to say at our 2021 virtual annual conference

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Dynamic Planner Academy: Sustainability – The end to end process – Autumn 2021

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Sustainability in the press

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Date Title Publication Link
Oct 14, 2021 Getting to net zero will be a marathon, not a sprint – Ben Goss opinion FTAdviser Read more
Sep 3, 2021 Lessons from a small island – Ben Goss opinion FTAdviser Read more
Aug 2, 2021 Hedonic benefits of opting for sustainable investments – Louis Williams educational Professional Paraplanner Read more
July 2, 2021 Tribe portfolios now risk profiled on Dynamic Planner – Industry news IFA Magazine Read more
June 29, 2021 Lack of knowledge still ‘biggest barrier’ to ESG investing – Industry opinion FTAdviser Read more
May 24, 2021 Advisers need to tap into ESG emotional drivers, says Aviva – Industry opinion FTAdviser Read more
May 12, 2021 EQ Investors range risk profiled on Dynamic Planner – Industry news Professional Paraplanner Read more
May 5, 2021 How can advisers help clients pin down their ESG priorities? International Adviser Read more
Apr 19, 2021 How psychometric testing works in risk profiling – Louis Williams educational FTAdviser Read more
Apr 8, 2021 ESG is a bolt-on to suitability – Abhi Chatterjee opinion Professional Adviser Read more
Apr 1, 2021 Finding a sustainable, suitable investment – Abhi Chatterjee opinion Professional Adviser Read more
Feb 17, 2021 Ben Goss on risk: Despatches from the sustainability frontline Portfolio Adviser Read more
Feb 3, 2021 Dynamic Planner launches sustainable investing insight – Industry news FTAdviser Read more
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“Our partnership with MSCI, world leaders in this area, means we are uniquely positioned to harness their whole of market ESG research and put all-important, objective data at the fingertips of advisers.”

Ben Goss, CEO of Dynamic Planner

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How do I discuss and recommend sustainable portfolios in Dynamic Planner?

Get in touch. We’ll show you how

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