Zipper, Birgit, and Alexander Gerlach. "Sustainability Becomes Part of Investment Advice: ESG – Mandatory or Optional?". DWS. October 2021. https://www.dws.com/...

Sustainability is becoming an integral part of the suitability test of investments.  With the EU Action Plan on Financing Sustainable Growth, the EU has created binding rules for financial advisors.  It also underlines its ambitions in the fight against climate change and sets a clear signal for the reallocation of capital in favor of sustainable investments.  By 2 August 2022, investors will decide whether and to what extent sustainability should be included in their investment decision.  The mandatory query of sustainability preferences in investment advice is likely to further fuel the already strong demand for sustainable investment funds.

Posted on 13/12/21

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