This Sample WSP/CoE – Social Objectives Investing – ESG & Biblically Responsible is a sample compliance manual section for an investment adviser which recommends or selects investments and/or third-party money managers/sub-advisers based upon social or other non-financial objectives like environmental, social and governance (“ESG”), biblically responsible investing (“BRI”) or Halal Investing.
Included with an Annual Compliance Program (Bronze, Silver, Gold, Platinum & Titanium packages). Available to purchase a la carte through our online store: Sample WSP/CoE – Social Objectives Investing – ESG & Biblically Responsible