We develop tools and training to help advisors build stronger ties with clients and maximize the benefits of the financial advice relationship. Our end-goal is to help investors make informed decisions and achieve their long-term goals.
Our programs include:
CE-accredited training for advisors: product and value-add
Morningstar® Low Carbon Designation™
The Morningstar® Low Carbon Designation™ is given to
portfolios with low carbon-risk score and low levels of
fossil fuel exposure. These portfolios must have a
Carbon Risk Score below 10 and Fossil Fuel Involvement
below 7% of assets, based on an average of the portfolios
over the trailing 12 months.
Désignation de Faible risque carbonique de Morningstar®
La désignation de Faible risque carbonique (Low Carbon Designation™) de Morningstar est attribuée aux portefeuilles qui affichent un faible score de risque carbonique ainsi qu’un faible niveau d’exposition aux combustibles fossiles. Ces portefeuilles doivent avoir un score de risque carbonique inférieur à 10, et, selon leur composition moyenne lors des 12 derniers mois, moins de 7 % des actifs qu’ils contiennent doivent être liés aux combustibles fossiles.
