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How do I choose a sustainable investment advisor or manager?

Curious about sustainable investing

How do I choose a sustainable investment advisor or manager?

Choosing a sustainable investment advisor or manager is an important decision, and there are several factors to consider. Here are some steps you can take to choose the right advisor or manager for your sustainable investing needs:

1. Research the advisor or manager's experience and qualifications: Look for an advisor or manager who has experience in sustainable investing and a strong understanding of environmental, social, and governance (ESG) issues.

2. Check their track record: Look at their past performance and how they have incorporated ESG considerations into their investment decisions.

3. Understand their investment philosophy: Different sustainable investment advisors and managers may have different approaches to sustainable investing, so make sure their investment philosophy aligns with your values and goals.

4. Consider the fees: Sustainable investment advisors and managers may charge different fees for their services, so be sure to understand how much you will be paying and what you will be getting in return.

5. Ask for referrals: Ask for referrals from friends or colleagues who have worked with sustainable investment advisors or managers. You can also check with industry associations or regulatory bodies for a list of qualified advisors or managers.

6. Schedule a consultation: Finally, schedule a consultation with a potential advisor or manager to discuss your sustainable investing goals and see if they are a good fit for your needs.

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