Come Together to Inspire, Interact, Influence, and Impact.

x
Notifications
Log Out? Are you sure you want to log out?
Log Out
IWN Staff
May 1, 2023 - 1 minute
facebook linkedin twitter telegram telegram

TEMPLATE: Letter to Personal Investment Banker

*PDF Download: Letter to Personal Investment Banker

Dear PERSONAL INVESTMENT BANKER, 

I appreciate the care and advice you’ve given me over the years to achieve my financial goals. 

I’m writing because I’m concerned about investment banks and funds no longer prioritizing maximizing shareholder value and returns for people like me, and am hoping that you can tell me how you are navigating these issues. 

To be clear: I view the investment strategy based on Environmental, Social, and Governance principles, or ESG, as a betrayal of that fiduciary trust. It puts the interests of other parties ahead of my interests and undermines my ability to achieve financial goals. I do not share the political values that underpin the ESG movement – but that shouldn’t matter.  Investing shouldn’t be politicized.  Nor should I have to worry about my savings being used to advance a political agenda rather than to help me build my nest egg. 

I would appreciate learning how ESG and other political agendas are impacting decisions relating to my account and how you are trying to help safeguard my assets from being invested in non-politicized funds. 

Thank you. 

Sincerely,

IWN Staff
Back to Resource Center

More from IWN Staff

Deep Dive April Policy Focus: Au Pairs for Senior Care

The State Department should expand its au pair program, which currently is…

IWN Staff April 9, 2024
IWN Live IWReads with Abigail Shrier – Bad Therapy: Why the Kids Aren’t Growing Up

In virtually every way that can be measured, Gen Z’s mental health…

IWN Staff April 3, 2024
Share This Cruel & Unusual Punishment: Amie’s Story

Exposing ‘Trans Supremacy’ Inside Women’s Prisons When California’s “Transgender Respect, Agency, and…

IWN Staff March 18, 2024
Read This Parents Can No Longer Opt Out Of Social And Emotional Learning

Public school parents are often told to opt out of Social and…

IWN Staff March 13, 2024
Share This WATCH NOW: Gary Cohn decimates Joe Biden’s inflation narrative & Bidenomics

Do you feel the effects of inflation even though the rate is…

IWN Staff March 11, 2024

Related Posts by IWN

How to Write a Letter to the Editor (LTE)

It's the perfect time for placing a Letter to the Editor in…

IWN Staff August 16, 2023
Template Letter: Refusal to Sign Code of Conduct Email

This email is to inform you that we will not be signing…

IWN Staff August 11, 2023
In 60 Seconds: AB5

*PDF Download: In 60 Seconds – AB5 Today, 1 in 5 jobs in…

IWN Staff June 2, 2023
In 60 Seconds: Price Transparency

*PDF Download: In 60 Seconds – Price Transparency Healthcare price transparency is…

IWN Staff June 2, 2023
In 60 Seconds: Earned Leave For New Parents

*PDF Download: In 60 Seconds – Earned Leave for New Parents We…

IWN Staff June 2, 2023