Zurich’s Risk Profiler tool has been updated to include a sustainability assessment. The Zurich Sustainability Assessment allows you to work with your clients to get a holistic view of their current situation by assessing and understanding their sustainability preferences.
As well as helping you to assess an investor's attitude to risk, using the Risk Profiler tool will now also support you in your conversations explaining what sustainability preferences are, and the different categories available to make it easier to identify investments that match their needs.
The original risk profiling questions remain unchanged, and we have updated the journey to help capture an investor’s sustainability preferences. Your client can elect to take this new journey, or they can bypass it.
If they undertake it, there are a series of questions to identify and capture their sustainability preferences.
If your clients do not have sustainability preferences and you do not need to complete this assessment, you can skip this assessment by indicating so on the Risk Profiler tool.
What is sustainable investing?
Sustainable investing is the process of incorporating environmental, social and governance factors into investment decisions. Sustainability is a broad term with many branches stemming out from it. As such it can be difficult to determine which aspects of it are important to everyone. This represents what can be referred to as ‘sustainability preferences’.
The Zurich Risk Profiler makes it easier to choose investments that match your clients’ needs