Former Allianz exec has sustainability focus in new business
Bonsai announces a partnership with a Swiss wealthtech 3rd-eyes
Advisers
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RayJay appoints sustainable investing head
Samantha Trebesch previously led the firm’s private client group strategy and planning team
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Greenwashing concerns soar among fund buyers
Research in Finance finds a number of barriers to responsible investing
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ESG education programs for financial advisers
ESG Clarity Committee member Jennifer Coombs outlines the US courses and accreditations on her radar
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Schroders creates adviser net-zero guide
75% of advisers report increase in number of clients asking for sustainable investment options
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Northwestern Mutual adds ESG option for wealthy clients
The new service provides ‘white glove, customized’ options for high-net-worth clients
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Parmenion Q&A: We want evidence fund managers are voting
Senior investment manager Mollie Thornton discusses the changes in clients’ questions, and what they want to see from fund managers
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Advisers increasingly positive on ESG returns
More advisers understand investing sustainably does not mean a compromise on returns, research by Square Mile found
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Are financial advisers reigniting the ESG spark?
FE fundinfo’s Bates says advisers want a clear set of industry standards
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Thomas and Thomas Q&A: The ‘sticky money’ is going to ESG
Darren Lloyd Thomas shares how he builds ethical portfolios for clients and how being the son of a Baptist minister led him to ESG
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Investing Ethically Q&A: Clients want to be part of the solution
Director Lisa Hardman discusses greenwashing, pensions and the challenging market
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Franklin subsidiary rolls out more custom ESG tweaks for SMAs
Data visualization and country exclusions are new, O’Shaughnessy says