In Focus: Sustainable investing  

What new ESG rules will mean for advisers

  • Summarise how ESG rules are expected to change
  • Explain how to approach ESG with clients
  • Describe the challenges in diversifying ESG portfolios
CPD
Approx.30min
Green new world
What new ESG rules will mean for advisers and why now is the time to prepare
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The Financial Conduct Authority wants to support the financial sector in driving positive change on climate issues.

In a bid to clamp down on greenwashing, the Financial Conduct Authority has proposed a package of new measures.

These include investment product sustainability labels, and restrictions on how terms like ‘ESG’, ‘green’ or ‘sustainable’ can be used.

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The measures are among several potential new rules which will protect consumers and improve trust in sustainable investment products.

But it also aims to force distributors to make sure labels and disclosures are clear and accessible.

So, are you ready to play your part towards achieving a green new world?

This report, which is worth an estimated 30 minutes of CPD, looks at what rule changes are coming advisers' way and what they can do now, to ensure they and their clients are prepared, and explore ways to diversify portfolios.

Please answer the below questions to bank your CPD.

CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. The FCA is requesting distributors to do what, according to the new rules?

  2. What does Mike Head say advisers should avoid when raising ESG with their clients?

  3. All ESG strategies involve screening out all brown companies. True or false?

  4. What causes accusations of greenwashing, other than lying?

  5. Why has diversifying an ESG portfolio been tricky historically?

  6. ESG bonds do not exist. True or false?

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You have successfully answered all the questions correctly, well done!

You should now know…

  • Summarise how ESG rules are expected to change
  • Explain how to approach ESG with clients
  • Describe the challenges in diversifying ESG portfolios

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