ESG Hub
Supporting client conversations on sustainable investment choices
The ESG Hub on abrdn Wrap is designed to support your client conversations on specific environmental, social and governance (ESG) themes and capture your client’s ESG preferences.
The tool is fully integrated within the Wrap platform and powered by the latest independent ESG data. It quickly evaluates your client’s ESG preferences against their portfolio on Wrap and this data can be used to generate a tailored ESG Report to share with your client.
Explore the ESG hub features.
How it works
View this short video for a quick overview of the ESG Hub. (2 min)
How to access the ESG Hub
Launch the Hub from Wrap
Launch the ESG Hub by logging in to Wrap in the usual way and selecting the ESG tab on the Client Summary page. There is no additional charge for this service, or for generating client ESG Reports.
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An easy way to capture your client’s ESG preferences
We’ve created the ESG Hub to offer a seamless on-platform solution that is integrated with existing client information, to assist you with identifying and recording your client’s individual ESG preferences.
This simple tool allows advisers to easily access data aligned to client ESG preferences believes and supports their advice process.
- Select, edit and save your client’s individual ESG preferences.
- Access ESG data at account or sub account level.
- Look through to view ESG credentials of underlying companies that make up your client's investments.
- Easily identify the funds that your client is invested in that have relevant Sustainability Disclosure Requirement (SDR) labels.
- Generate personalised client ESG reports that give an overview of your client’s Wrap investments and how they track against the selected ESG preferences.
How to access the ESG Hub
Launch the Hub from Wrap
Launch the ESG Hub by logging in to Wrap in the usual way and selecting the ESG tab on the Client Summary page. There is no additional charge for this service, or for generating client ESG Reports.
Log in to WrapOpens in new windowMore resources for advisers
Help centre
Get answers to a range of product and service related questions.
Techzone
Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
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Enhance your client reporting with the ESG Report
- Generate reports from the ESG Hub reporting page or direct from the reporting pages on the platform.
- Configure reports to display account or sub-account level ESG data.
- A model portfolio summary level view or underlying fund component level ESG analysis can also be selected.
- The client-friendly PDF format can easily be downloaded and is automatically added to your client’s document store.
Changing ESG client preferences
It’s easy to amend your client’s preferences on their ESG Report by updating the information on the ESG Hub. Simply click the box next to the preferences and controversial industries on the tool before generating a new ESG Report. You’ll need to select at least one preference to be able to generate a report.
View the help guide for a step-by-step process for creating your client's tailored reports.
How to access the ESG Hub
Launch the Hub from Wrap
Launch the ESG Hub by logging in to Wrap in the usual way and selecting the ESG tab on the Client Summary page. There is no additional charge for this service, or for generating client ESG Reports.
Log in to WrapOpens in new windowMore resources for advisers
Help centre
Get answers to a range of product and service related questions.
Techzone
Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
Adviser insights
Articles that examine the trends, risks and opportunities facing the advice industry.
Frequently asked questions
Useful documents
How to access the ESG Hub
Launch the Hub from Wrap
Launch the ESG Hub by logging in to Wrap in the usual way and selecting the ESG tab on the Client Summary page. There is no additional charge for this service, or for generating client ESG Reports.
Log in to WrapOpens in new windowMore resources for advisers
Help centre
Get answers to a range of product and service related questions.
Techzone
Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
Adviser insights
Articles that examine the trends, risks and opportunities facing the advice industry.