Complimentary Guide

How to prepare for an ESG Audit
Your guide to environmental, social and governance (ESG) audit criteria
As the SEC continues to step up their enforcement of ESG investing, having answers to often-asked questions can be a valuable resource.
This step-by-step guide is essential for Financial Advisors when they get requested for an ESG audit by the SEC, and shares key examples and phrases to use to help build comprehensive and complete answers to an SEC audit process.
How to prepare for an ESG Audit

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