Monthly Archives

February 2022

What Is ESG and Why It May Be the Next Big Thing in Financial Client Reporting

By Thought Leadership

Karen Oakland, VP Financial Services Marketing at Smart Communications

With such a massive amount of assets at stake, leading wealth management and private banking firms are racing to not only offer more ESG investment options, but also to improve how ESG data is included in client reporting and other customer communications. In this post, we’ll explore what ESG is, why it’s growing in popularity and how to adapt reporting to give clients the ESG information they crave.

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