add at least two funds that would address client’s interest in sustainable value funds.
1. Mention sustainable value of each funds
2. Provide your client a summary report of his portfolio. In your report describe the ESG factors that apply to each of the two sustainable funds. Include a description of the sustainable mission of the fund or fund family and the screening processes the fund goes through for selecting its holdings. At least 1.5-2 pages should be provided on each sustainable (ESG) fund. Document your sources.
3. Your client is also interested in financial performance. How did the sustainable funds perform financially? Compare the returns of the sustainable funds to the benchmark index. Summarize their performance for your client over the short period.