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Standards [CURRENT]

DIN 77236-1
Sustainability of financial investments - Part 1: Querying sustainability preferences

Title (German)

Nachhaltigkeit von Finanzanlagen - Teil 1: Abfrage von Nachhaltigkeitspräferenzen

Overview

This document defines process steps for inquiring about the sustainability preferences of investors with regard to their financial investments. This document provides guidelines for financial advisors' discussions with investors and helps them to focus on the analysis process. The steps outlined in this process ensure that sustainability preferences can be elicited effectively and efficiently. It uses a catchy conversational logic and as little technical language as possible. Committee NA 177-00-02 AA "Finanzdienstleistungen für den Privathaushalt" ("Financial services for the private household") at DIN is responsible for this document.