Investment manager rolls out ESG calculator for advisers

To help them show clients ‘the real-world effect of choosing to invest in a more sustainable way’

|

UK-headquartered Seven Investment Management (7IM) has launched an environmental, social and governance (ESG) calculator to help advisers better illustrate the sustainable impact of investment choices to their clients.

The calculator shows the equivalent reduction in carbon between 7IM’s responsible choice model portfolios and sustainable balance fund, compared to an investment in a global equity index.

The tool offers an interactive experience which shows the user the carbon reduction of the investment in real life terms.

Advisers will be able to share the tool directly with their clients or, if they prefer, have the option to produce a report that can then be shared with them.

‘Cut through the noise’

Verona Kenny, managing director of intermediary at 7IM, said: “Consumer interest and appetite around ESG solutions has boomed in recent years, yet confusion around product types and areas such as impact vs return is still widespread.

“As a partner to our advisers, we see our role not just in providing underlying investment solutions that can cater to this appetite, but in assisting in all aspects surrounding this topic and helping advisers communicate what good can and should look like when it comes to ESG.

“We hope that by developing new tools such as our ESG calculator, we can help advisers cut through some of the noise around ESG, and allow clients to better understand, not just the different options available, but the real-world effect of choosing to invest in a more sustainable way.

“With this in mind, we have focused on developing something that would not just make this a more interactive process for financial advisers, but for their clients too.”

MORE ARTICLES ON