April 2023 / ESG
Impact Investing - Client Engagement Toolkit
I want the new Impact newsletter and Global Impact Client Engagement Toolkit, and T. Rowe Price to donate A$5.
Looking to have valuable and engaging client conversations on impact investing? Our client engagement toolkit has everything you need including client presentation, additional resources and email templates.
What is in the Toolkit?
Client presentation - Wherever your clients are on their impact investing journey, this simple client presentation will allow you to tell the story in a clear and easy to understand way. Includes notes and links to valuable resources to support each slide including our client-friendly animated video.
Email templates - Whether starting the conversation or ready for a solution, these templates are a quick and easy way to get the right messages to your clients in a matter of clicks.
Impact glossary - We have so many unique terms for impact investing, our glossary is designed to help guide investors on their impact journey.
RIAA adviser resources - The Responsible Investment Association Australasia (RIAA) champions responsible investing and a sustainable financial system in Australia and New Zealand. RIAA has created these tools for advisers to better understand and navigate their clients towards responsible investment products and advice.
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