‘On the naughty step’: Implications of SDR and Consumer Duty for advisers
Square Mile webinar considers whether SDR means ethical funds and index trackers are left behind
Advisers
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Investors like ESG and want advisers’ help with it
Nearly 90% said they would like advisers to help them with allocations
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Ethical Futures Q&A part 2: Greenwashing is in the eye of the beholder
‘We are moral arbiters, we help guide clients through the maze of choices’
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Regulatory agenda sets April, October for SEC ESG rules
The SEC also has custody and ETF regulations ahead, while the DOL works on the next iteration of a rule for retirement accounts
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Prime Capital buys sustainable investment RIA
North Carolina-based Earth Equity Advisors is a certified B Corporation
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Sustainable Standpoint: The ESG premium is dissipating – providing better opportunities
In the final part of this series, commentators reflect on the ‘teenage years’ of ESG and share their predictions for the year ahead
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Do clients want to invest in sustainability? You’re asking the wrong questions
It isn’t just a matter of identifying clients who are interested, but of removing obstacles
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Bringing ESG investing to clients is often more art than science
Experts say advisers who are introducing clients to ESG investing must start with flexibility and an open mind
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ESG backlash? Not in the UK
Advisers and wealth managers seem to be adopting a “keep calm and carry on” approach to the permacrisis of 2022
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Just 1% of wealth managers trust funds’ sustainability claims
AIC survey finds intermediaries want more specific information in order to soothe greenwashing fears
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The ESG case for direct indexing
Companies see it as an area for growth given tax benefits and customization
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Engagement can’t be your fund fallback
These strategies won’t explain away some of the negativity around ESG we are seeing