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Handbook for Wealth Management Advisors
About Philanthropy Impact
Foreword
How to use this Handbook
Appendices
Introduction
SECTION A – TRENDS AND MARKET NEEDS
Evidence for Changes in Advisory Requirements
What are your Clients Looking for?
Understanding Social Impact/ESG Investment Activity
The Sustainable Development Goals
SECTION B – ENGAGING WITH CLIENTS AS A TRUSTED ADVISOR
Creating a Sustainable Investment Strategy
The Suitability Discusssion
Sustainable Investment Strategies
Measuring the Impact of Sustainable Investment Strategies
SECTION C – A CASE STUDY
Investor Attitudes to ESG
Rich Profiling Matters
SECTION D – RESPONDING TO A SHIFT IN CLIENT DEMAND
Key Learning to Take Away
Final Thoughts
Appendix 1: Background on Social Investment
Appendix 2: Glossary of terms
Appendix 3: References and Resources
Appendix 4: Philanthropy Impact Magazine Series
Appendix 5: Philanthropy Impact Walk in my Shoes Webinar Series
Acknowledgements
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