TAM has been in the ethical investing market for over 7 years and thrives on staying ahead of the curve when it comes to environmental, social and governance (ESG) investing.To support advisers, we have released our TAM ESG Questionnaire ahead of the new MiFID II requirements coming in to force next year. This new resource can be used as a supportive tool by advisers to help identify their clients’ attitude towards ESG investing.
Unlike a risk questionnaire, our ESG questionnaire is a straightforward method for clients to determine the level of concern they have for ESG factors in relation to their choice of investments, and whether they may wish to consider an ESG based investment portfolio. The process is completely client driven, enabling the adviser to remain impartial.
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Looking back at 2020
Looking back at 2020