Client Preference Ready

By Cameron Barker - Communications and Marketing Lead

Ethical Investors has been awarded the Client Preference Ready badge. Provided by In ACCORD, the badge is awarded to firms which have embedded a structured, consistent, and neutral approach to understanding and recording client preferences and objectives spanning conventional investing, ESG, sustainability, and values-based investing throughout the advice process.

As part of the badge process, we completed the required assessment and were able to evidence that:

1. We ask all clients about their investment preferences and objectives when it comes to values-based investing, ESG, and sustainability, in addition to conventional investing.

2. We record our clients’ preferences clearly and consistently.

3. We use information appropriately within suitability processes.

4. We apply this approach across the whole firm, and that it is not limited to just our individual advisers.

Ethical Investors has been at the forefront of values-based investing since 1989, and we have seen a lot of change over the last 35 years. We have always remained true to our roots, and to this day we are first and foremost a values-based adviser, but we have also worked to ensure our approach to advice has adapted to the ever-evolving world of ethics and sustainability, and of course the views and needs of our clients.

We believe that being awarded the Client Preference Ready badge reflects the structured and consistent approach we take to understanding and recording our clients’ preferences and objectives, and it is something that we are incredibly proud of achieving.