Industry 'first' debut for psychometric sustainable investing questionnaire

Mark Battersby
clock • 4 min read

Dynamic Planner is to launch the industry's first psychometric Sustainable Investing questionnaire on 7 May, aimed at all advice firms and clients using its tool. The newly-devised questionnaire provides a "simple, yet academically robust solution" to the challenges advisers face when talking to their clients about environmental, social and governance (ESG) factors and sustainability, it said in the launch statement. The development of the questionnaire has been led by Louis Williams, Dynamic Planner's head of psychology and behavioural insights. It has been designed in consultation w...

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