Are questionnaires really a suitable substitute for an honest client/adviser conversation?
Rebecca Kowalski questions the use of questionnaires, warning they can generate ‘imperfect outcomes’
Sustainable Investing
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Sustainability makes headway in 2025 Alpha Manager rating
Global managers continue to dominate ratings
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Baillie Gifford drops sustainable tag from £159m monthly income fund
The strategy has been renamed the Baillie Gifford Monthly Income fund
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Q&A with CCLA’s James Corah: Rebuilding sustainable investment
CCLA’s head of sustainability discusses the company’s five-point plan that values engagement and focuses on real-world change
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Sustainable fund flows: Challenges, opportunities and the road ahead
Fund selectors reflect on fund flows into sustainable strategies, barbell approaches to investment, and where they will be allocating to in 2025
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J. Safra Sarasin introduces transition commodity fund
To be managed by George Cotton and Benoît Harger
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BNP Paribas launches sustainable forestry fund
BNP Paribas launches sustainable forestry fund alongside International Woodland Company
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LGT Wealth Management promotes Stone to chief sustainability officer
Oversight of sustainability decisions across the business
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Redwheel CEO on the launch of new emerging market impact strategy
Tord Stallvik discusses the firm’s new acquisition
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Private enterprise: The specific skillsets for sustainable investor
Private markets are particularly well suited for sustainable investments, but clients should be aware this area requires a specific skillset
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Robeco enters European active ETF market
Robeco lists four actively-managed ETFs balancing risk, return and sustainability
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Open letter calls on EU to boost investment plan for green transition
Almost 50 businesses and associations are calling for Commissioner Delegates to prioritise the net-zero transition