The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic
Thematic Investing
From
Asset Allocation
/ Thematic Investing
July 23, 2020
How alignment can create impact for ESG investors
From
Asset Allocation
/ Thematic Investing
July 21, 2020
As clients open up to ESG, what role should wealth managers play?
There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments
From
Asset Allocation
/ Thematic Investing
April 27, 2020
‘Unstoppable’ trends find favour in uncertain world
Thematic funds had been gaining in popularity before the Covid-19 outbreak and as investors struggle to imagine what the future may hold, their appeal looks likely to grow
From
Asset Allocation
/ Thematic Investing
April 27, 2020
Pandemic likely to accelerate push towards ESG investing
The Covid-19 crisis is putting companies’ dealings with their employees and society at large under the spotlight
From
Asset Allocation
/ Thematic Investing
February 6, 2020
Private View Blog: ESG - do it for the kids
Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients
From
Asset Allocation
/ Thematic Investing
December 17, 2019
Hermes’ thematic strategies strike chord with private banks
ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector
From
Asset Allocation
/ Thematic Investing
December 16, 2019
Philanthropy reaches the parts impact investing cannot reach
Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together
From
Asset Allocation
/ Thematic Investing
October 17, 2019
Private View Blog: Asset managers shunning chance to change corporations’ climate behaviour
The largest asset managers have the ability to push companies into combating the climate crisis through shareholder voting, but they are not making the most of the opportunity
PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (August/September)
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