Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
Wealth Management
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Fund selectors look to AI and private markets for asset growth
Almost half of wealth managers say meeting client demand for unlisted assets will be a ‘critical factor’ in their growth plans
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New Era: Our asset manager engagement is lifting stewardship ambitions and long-term value creation
Louisiana Salge shares the ‘triumphs’ in from asset manager voting records, and a COP Christmas wish
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Time to say goodbye
Knowing when engagement has reached the end of the road, by Castlefield’s Ita McMahon
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Raising the red card on misunderstood terminology
Ensuring values and risk appetite are reflected in portfolios, and five tips for advisers
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What is the most ‘under-used stewardship tool’ by wealth managers?
EQ Investors has attended seven AGMs this year to question boards on green financing targets and human rights impacts
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Green Dream with ebi’s Griffiths: AI will reshape the investment industry and wider society
Jonathan Griffiths, investment product manager at the DFM, says firms can choose to surf the AI wave or be washed away by it
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Sustainability labels: Challenges for portfolio managers
From passing on costs of implementation to investors, to meeting the 70% threshold, portfolio managers have a lot to consider
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The gap between philanthropic demand and adviser supply
Global Returns Project’s Rachel Derrick highlights the unmet demand for advice in the philanthropic and sustainable wealth management markets
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Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
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Cockerill exits Rowan Dartington for Verso IM
Established the ESG investment process at Rowan Dartington where he worked for 12 years
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Are women more effective in sustainable finance than men?
European funds managed by female or mixed-gender teams outperformed those led exclusively by men