research & insights from Dorsum

Communicating ESG investments to customers – Dorsum's article in the PIMFA Winter Journal

Share this resource
company

Dorsum’s corporate vision is to be Europe’s top investment software & solutions provider for investment and wealth management service firms

View Solution Provider Profile

Connect with Dorsum

solution

Wealth Portal

The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a...

view solution
by Dorsum
| 05/05/2023 10:00:00

Our Deputy Director of Business Development, György Somogyi, contributed an insightful article to the latest issue of PIMFA’s long-running “Journal” series.

The Personal Investment Management and Financial Advice Association (PIMFA) is the UK’s leading trade association for firms that provide wealth management and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies.

You can download and read the whole issue by clicking the image below or read the article about communicating ESG investments to customers below here.