Demand the full financial analysis of any investment product including your 401k, pension, or retirement. If an investment advisor recommends an ESG investment over a non-ESG investment, request a full side-by-side analysis of the competing investments.
Demand full disclosure of the fee structures that an investment advisor gets from an ESG investment versus a non-ESG investment. If the fees are different, the investor should demand a full side-by-side analysis of the competing investment, including the difference in fees.
Demand investment advisors provide a comprehensive report detailing the metrics used by their advisors to determine if an investment meets ESG standards because ESG is subjective and varies from firm to firm.