Investors willing to sacrifice returns for ESG goals
Betterment survey also finds sustainable options would lead 401(k) participants to contribute more
Advisers
-
-
One size does not fit all: Finding the right ESG investments for wealthy clients
Ask the right questions to develop a custom strategy rather than make assumptions
-
Former Allianz exec has sustainability focus in new business
Bonsai announces a partnership with a Swiss wealthtech 3rd-eyes
-
RayJay appoints sustainable investing head
Samantha Trebesch previously led the firm’s private client group strategy and planning team
-
Greenwashing concerns soar among fund buyers
Research in Finance finds a number of barriers to responsible investing
-
ESG education programs for financial advisers
ESG Clarity Committee member Jennifer Coombs outlines the US courses and accreditations on her radar
-
Schroders creates adviser net-zero guide
75% of advisers report increase in number of clients asking for sustainable investment options
-
Northwestern Mutual adds ESG option for wealthy clients
The new service provides ‘white glove, customized’ options for high-net-worth clients
-
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
-
Advisers increasingly positive on ESG returns
More advisers understand investing sustainably does not mean a compromise on returns, research by Square Mile found
-
Are financial advisers reigniting the ESG spark?
FE fundinfo’s Bates says advisers want a clear set of industry standards
-
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