ESG & Responsible Investing

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Dynamic Planner launches first psychometric sustainable investing questionnaire

Dynamic Planner launches first psychometric sustainable investing questionnaire

Dynamic Planner is set to launch the industry’s first psychometric Sustainable Investing questionnaire. Launching on 7 May to all advice firms and clients using Dynamic Planner, the questionnaire provides a simple, yet 'academically robust' solution to the challenges advisers face when talking to their clients about environmental, social and governance (ESG) factors and sustainability.

RESEARCH

Study reveals growing demand for impact investing among retail investors

Study reveals growing demand for impact investing among retail investors

As more people look to make a positive influence on society and the environment with their investments, impact investing is becoming an increasingly common practice  among retail investors. The size of the impact investing market has grown by 42.4 per cent and as of last April is worth USD715 billion, compared to USD502 billion in 2019.