ESG Preferences

Instructions

Use the ESG IMPACTProfile to understand client preferences related to socially responsible IMPACT investing.

The IMPACT Dashboard lets your clients select their personal investment criteria from 13 IMPACT values and principles, including:

  • Land Health

  • Consumer Safety

  • Sustainable Product Life cycle

  • Clean Air

  • Ethical Leadership

  • Gender Equality

  • Mindful Business Models

  • LGBTQ Inclusion

  • Pure Water

  • Company Transparency

  • Racial Equality

  • Fair Labor & Thriving Communities

  • Ocean Life

  
Clients can also exclude investments in 10 categories:

  • Animal Testing

  • Greenhouse Emissions

  • Business Ethics Controversies

  • Hazardous Waste

  • Corporate Political Spending and Lobbying

  • High Water Usage

  • Energy-Intensive

  • Tobacco, Alcohol and Gambling

  • Fossil Fuels

  • Weapons and Gun Manufacturers
ESG Preferences

  1. Click Client Administration in the top left corner and select ESG Preferences.

  2. Select an account(s) and click Invite Clients.

    Image of the ESG preferences invite clients panel in portal.

 

Additional Resources