Leading independent financial advisory and asset management organization, deVere Group, has announced a partnership with EnlightenESG, a profiling tool, to ensure the suitability of clients for environmental, social, and governance (ESG) investments.
The partnership will enable deVere Group to better understand clients’ attitudes towards ESG investing and ensure greater transparency around the intersection of suitability and sustainability.
While ESG investing allows clients to invest in entities that promote sustainability, generating financial returns, it may not be appropriate for all investors, depending on their investment goals, risk tolerance, financial situation, and core values. EnlightenESG, a groundbreaking profiling tool, personalizes sustainable investment requirements, helping investors and their advisors make informed sustainability decisions in the context of suitability.
deVere Group hopes to become a key actor in education around sustainable investing, leveraging its resources, scale, and global presence. The Group has also analyzed its employees’ attitudes toward sustainability and ESG, in collaboration with EnlightenESG, to better understand the tool’s process, data, and potential impact on its global client base.
The partnership underscores deVere’s ongoing commitment to sustainable investing, as it aims to help mobilize trillions of dollars of private finance required to accelerate the transition to a net-zero financial system.
