ESG ACCORD (Accord Initiative)

At ESG Accord, we’re committed to helping the financial services sector navigate sustainability, ESG, values and compliance with clarity and confidence. We provide a free-to-access suitability toolkit that works for all clients and all funds, supporting firms to document investment preferences and objectives across the spectrum of capital, not just "green" or labelled investments. By raising market participation and transparency, we help firms deliver better advice, build trust, and embed sustainability into core processes — without compromising on suitability or regulatory integrity. 📍The Accord Initiative Our open-access resource hub offers free tools, including a suitability toolkit, a multi-pathway questionnaire, and template documentation — helping advisers engage with conventional, ESG, sustainability, and values-based investing in a compliant, client-first way. 📍Accord Consulting We offer tailored support for: ·Advice firms, networks & DFMs – Process reviews, Consumer Duty support, and MPS sustainability analysis ·Fund groups – Proposition development, ESG and sustainability compliance training, and strategic input on SDR and product governance ·Industry insight – Independent deep-dive reports/databases covering ESG in MPS and Tax-Efficient Vehicles 📍Accord Academy The Accord Academy provides free-to-access training courses on ESG, sustainability and values-based investment for financial services professionals. Current courses include: Sustainability in the Investment Advice Process (10 modules, 5 hours of LIBF learning and CPD accreditation) Greenwashing - a practical introduction (1 hour of LIBF learning and CPD accreditation) 📍Accord Talks Our podcast platform sharing real conversations on sustainability, compliance, and the future of advice. We’re here to help you put purpose into process — and process into practice. Let’s work together to build a more transparent, sustainable, and client-focused future for financial services.