Financial Adviser Guide

RIAA’s Financial Adviser Guide to Responsible Investment sets out to demystify responsible and ethical investing, providing advisers with practical ways to incorporate responsible and ethical investment practices into their businesses and better meet client needs.

Publish Date: November 2021

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Financial Adviser Guide to Responsible Investment

Whether driven by disdain or idealism, peoples’ attitudes towards capitalism are dramatically shifting. It has long been said that money makes the world go round, but it now seems people want to see money applied to put the brakes on – whether that be to prevent irreversible climate change or stop growing global inequality.

This Financial Adviser Guide to Responsible Investment seeks to demystify responsible and ethical investing by breaking down the key components of responsible investing to help you better understand the demand in the market, how you can consider your clients 
values along with practical steps to getting started.


What’s inside:

– What is responsible investment?

– The growing client demand

– How do responsible investments perform

– Who are responsible investors?

– Unscrambling the jargon – responsible, ethical or impact?

– Four simple steps to getting started


You’ll also find a whole host of resources to help grow your knowledge of responsible investment and help meet your obligations when considering the clients broader, long term interests.

This guide has been proudly supported by AXA Investment Managers.