News | 01.27.21
Fidelity Introduces Tech to Help Advisors Offer ESG Strategies
Fidelity Investments has created technology that makes it easier for RIAs build an environmental, social and governance (ESG) portfolio for clients. The ESG ProSM platform was developed to meet demand for ESG investing options from younger clients. The platform uses Fidelity Institutional Wealth Advisor ESG data that advisors can use to create a custom ESG model. Advisors can create four models at once that demonstrate the differences in ESG exposures and financial characteristics of their portfolios. Holdings and weights can be changed to display results in real time. The company says the service is available to Fidelity and non-Fidelity financial advisors. Fidelity says the ESG ProSM platform and reports can be branded with any company's logo to provide an authentic experience for clients.
Read the full article on Financial Advisor.