US SIF offers guide for advisers

US SIF offers guide for advisers
The nonprofit supporting sustainable investing suggests six steps advisers can use to start or strengthen a sustainable investment practice.
OCT 27, 2021

The US SIF Foundation, a Washington-based nonprofit group supporting sustainable investing, has released a free six-step guide to help advisers start or strengthen a sustainable investment practice.

The guide, “Incorporating Sustainable Investing into Your Practice: A Roadmap for Financial Advisors,” covers the basics of sustainable investing, including the incorporation of environment, social and governance issues, and investor engagement strategies.

The guide also explains the business case for sustainable investing with a review of current research on financial performance and risk reduction, fiduciary duty considerations, and data on the growing demand for sustainable investment products and services.

The six steps it sets out for advisers are: adding relevant products; discussing sustainable investment with clients; updating clients’ investment policy statements; identifying asset allocation and investment options; measuring and managing impact; and communicating expertise.

US SIF CEO Woll on challenges of adding ESG to 401(k)s

Latest News

Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York
Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York

Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.

UBS loses arbitration battle in fiduciary fight over foundation funds
UBS loses arbitration battle in fiduciary fight over foundation funds

A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.

RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee
RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee

NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.

Three easy ways to boost your firm’s impact this summer
Three easy ways to boost your firm’s impact this summer

Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.

Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.