Practitioners’ Guide on the Integration of Sustainability Preferences into the Advisory Process for Private Clients

This report, prepared in cooperation with EY, addresses the risk that investors and clients will be consciously or unconsciously misled about the sustainability characteristics of financial instruments and services, which can result in an expectation gap or so-called “greenwashing”. To address this issue, and in reaction to SSF member requests around practical implementation, SSF decided to develop recommendations that provide guidance to practitioners on how sustainability preferences of clients can best be integrated in advisory processes.

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