Just Released: Fundamentals of Sustainable Investment – A guide for financial advisors

Jay Owen SRI/ESG News, Transforming Finance


New Guide from MMI and TIIP Helps Financial Advisors

 Integrate Sustainable Investment into Their Practices


“Fundamentals of Sustainable Investment: A guide for financial advisors” advances

 the conversation about sustainable investing and offers practical guidance for practice management


NEW YORK, NY, April 2, 2019 – Amid growing investor interest in integrating ESG factors into investing, The Investment Integration Project (TIIP) and Money Management Institute (MMI) are pleased to introduce a new guide to help financial advisors (FAs) effectively incorporate sustainable investing into their practices.


The guide, entitled “Fundamentals of Sustainable Investment: A guide for financial advisors,” addresses pervasive industry myths about sustainable investing, disentangles the complicated web of vocabulary used to describe the approach, and provides practical recommendations on how to help clients reach their sustainable investing goals.


Development of the guide was sponsored by Bank of America Global Wealth and Investment Management, High Meadows Institute, Money Management Institute, State Street Corporation, and Thornburg Investment Management.


Co-authored by William Burckart and Jessica Ziegler of TIIP, the guide is informed by extensive interviews with leading financial advisors and other sustainable investment thought leaders and influencers.


As is outlined in the figure below, the guide offers a practical four-step process for how FAs can talk with their clients about sustainable investment.


Interested to learn more? Contact TIIP at [email protected]


Complement the Guide with additional online training. Want to learn more about sustainable investment and how it can be incorporated with traditional advisory approaches and practices? The guide has also been adapted for the new MMI/Morningstar Sustainable Investing Curriculum, an eight-course online curriculum based on 70 hours of interviews with subject matter experts and information from 180 unique sources. Contact MMI at (646) 868-8500 or [email protected] for more information and a demonstration.