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Thematic Investing

Adam Bendell, Toniic
From Asset Allocation / Thematic Investing July 23, 2020

How alignment can create impact for ESG investors

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

Wind and solar
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

Jeffrey Sacks, Citi
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  

Jackie VanderBrug, Merrill and Bank of America Private Bank
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

Elliot Smither web
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

Harriet Steele, Hermes
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 

David Stead, Charities Aid Foundation
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

Elisa Trovato web
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.

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PWM Digital Edition (August/September)

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