ESG Investing - Scenario (Retail)
Duration
0m
Students
0
Level
Beginner
Last Updated
June 24, 2025

Overview
This scenario examines how a boutique investment advisory firm that works with retail clients implements ESG investing. It explores why a firm may choose to adopt ESG strategies and how it can implement new processes and communicate ESG investing principles to clients. It follows the progress of the firm's ESG policy implementation from inception to its practical application at a client meeting, testing your knowledge of key principles, terminology, strategies, and drivers.
Prerequisite Knowledge
ESG - An Introduction
Tutorial Level: Intermediate
Tutorial Duration: 25 minutes
- 1 Sections
- 2 Lessons
- 0m Duration
ESG Investing - Scenario (Retail)
2 Lessons
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