ESG questionnaires: why you shouldn’t use them with clients.

ESG questionnaires: why you shouldn’t use them with clients.

“Offering a questionnaire focused on ESG, and which doesn’t cover Responsible, Ethical, Impact, Transition, UN’s Sustainable Development Goals (SDGs) etc. is building up future compliance problems… I suggest you provide a document explaining how your firm arrived at its definition of ESG and what it covers. It will then be harder for the client to come back 3 years later and say ‘I thought they meant X or Y for ESG.'”

[COMMENTARY]The title is misleading. What the author of this article is saying is that you must define terms such as ESG, so your client is clear about what they’re agreeing to.
ESG questionnaires: why you shouldn’t use them with clients, by Annie Gomes, July 11, 2022, ifamagazine.com, USA.

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