How to Guide a Conversation Around Sustainable InvestingHow to Guide a Conversation Around Sustainable Investing

Climate change; racial and gender diversity; stakeholder capitalism—several years ago, investment advisors might have been surprised to hear these terms come up in conversations with clients. Today, they’re discussed as frequently as risk and return. Though it’s been around for decades, interest in sustainable investing has exploded over the past five years. Investors have grown increasingly comfortable with the evidence that integrating environmental, social and governance (ESG) factors into the investment process doesn’t require sacrificing investment performance. In fact, many in the investment industry would argue that ESG analysis can enhance risk-adjusted returns.

Aligning Family Values

But where to start? Building a diversified, sus...