Pacific Asset Management’s ESG suitability tool EnlightenESG has completed its beta testing and has now gone live for advisers and companies to register for access.
To date, 12 adviser firms and corporations have signed up to the independently managed tool, which aims to educate and guide the companies in assessing the ESG preferences of their clients and employees. Pacific AM appoints Will Thompson as first chief sustainability officer EnlightenESG was developed by Pacific AM alongside Nick Spencer of Gordian Advice and financial planning firm Fidelius Group. The tool provides a series of questions through which advisers can map a sustainable investment profile to each client individually, providing a guide to the person's goals, tolerance to...
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