Case Study 2: Applying ESG concepts to wealth management portfolios

Edmund Shing

This chapter will assess the most effective approach to sustainable investing based on a client-centred focus, including: (i) identification of clients’ ESG-related values and goals using our proprietary tool, myImpact; (ii) education on key sustainable themes; and (iii) long-term engagement with clients on these sustainability issues.

In constructing a comprehensive ESG-compliant product range, we offer a wide range of sustainable investment products (including individual securities, mutual and private market funds) in line with both BNP Paribas Group’s sustainability objectives and Wealth Management’s proprietary ESG criteria embedded within the BNP Paribas Wealth Management “clover rating” system. Product suitability for clients is based on the results of the myImpact tool and know your client data, incorporating risk tolerance, investment objectives and time horizon, together with sustainability values and objectives.

The UN’s 17 Sustainable Development Goals (SDGs) are the starting point for BNP Paribas’ sustainability objectives, with BNP Paribas’ responsibility policy being structured around four pillars and 12 commitments, developed in line with the UN SDGs. By

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to Risk.net? View our subscription options

You need to sign in to use this feature. If you don’t have a Risk.net account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here