DIN 77236-1:2026-03
Sustainability of financial investments - Part 1: Querying sustainability preferences
| Fecha edición: |
2026-03-01
En Vigor
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| Idiomas disponibles: | Alemán |
| Resumen: | This document defines process steps for inquiring about the sustainability preferences of investors with regard to their financial investments. This document provides guidelines for financial advisors' discussions with investors and helps them to focus on the analysis process. The steps outlined in this process ensure that sustainability preferences can be elicited effectively and efficiently. It uses a catchy conversational logic and as little technical language as possible. |
| Keywords: | Analysis|Capital|Capital asset|Consumer interests|Consumers|Cost analysis|Cost calculation|Costs|Definitions|Demand|Domestic|Finance|Income|Investment|Mathematical calculations|Money|Planning|Precautions|Privat|Protection|Provisional planning|Real assets|Real estates|Resources|Risk|Savings deposit books|Services|Sustainability|Wealth |
| ICS: | 13.020.20 - Economía ambiental. Sostenibilidad, 03.060 - Finanzas. Banca. Sistemas monetarios. Seguros |
| CTN: | |
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Reemplazo Normas |
Reemplaza a DIN 77230:2023-12 Reemplaza a DIN 77236-1:2025-10 |
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