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Due diligence matters in sustainable investing. As outlined in the ED4S Sustainable Investing Advisor Playbook, evaluating sustainable investment products requires more than a simple revision of fund names, ESG ratings, marketing materials, or sustainability claims. This matters because sustainable investment products can vary significantly. Two funds may both be described as sustainable, responsible, ESG, impact-oriented, or transition-focused, and they may work in very diff

Advisors can attest: sustainable investing is not simple. Two clients can share the same sustainability interest and still need different investment approaches. One client may want to avoid certain sectors. Another may want to manage long-term risks. Another may want exposure to major economic transitions. Another may want measurable environmental or social outcomes. In this context, advisors can unintentionally solve the wrong problem with the right allocation. A sustainable