Code: 2.4.6 · Adults
Sustainable investment
Descriptors
Knowledge
What you can do at this level
- Ksustainablelarge-majority
Aware about existing sustainable investment products on the market
- Ksustainable
Aware about the different dimensions of sustainability (environment, social and governance) and about the principles behind each of these dimensions
- Ksustainable
Aware that different investment strategies can be used to invest according to one’s own environmental, social and corporate governance (sustainability) preferences, for instance by avoiding investments in certain sectors or companies (divestment), or engaging with certain companies to make them change their activities (engagement)
Skill
What you can do at this level
- Ssustainablelarge-majority
Looks for investment products in line with one’s own sustainability preferences
- Ssustainablelarge-majority
Picks an investment strategy in terms of divestment or engagement or combination of both according to one's personal situation and preferences
- Ssustainable
Asks follow-up questions to an advisor on sustainability related aspects of investment products
- Ssustainable
Researches and compares sustainability attributes of potential saving and investment products
Attitude
What you can do at this level
- Asustainablelarge-majority
Motivated to research the products one already holds or plans to invest in, to ensure that they meet personal sustainability preferences
- Asustainable
Confident to ask questions about the extent to which an investment product meets sustainability criteria
- Learning outcome types
- K — What you need to know: theoretical understanding and factual information.
- S — What you can do: practical and technical abilities.
- A — How you approach things: values, dispositions and behaviours.