Raising the red card on misunderstood terminology
Ensuring values and risk appetite are reflected in portfolios, and five tips for advisers
Wealth Management
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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
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Where will ESG product demand be in 2024?
Fund selectors reveal the sustainable strategies and asset classes they are looking to add to this year
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Global sustainability-focused family office launches
EWPW will target clients in Singapore, across Asia and beyond
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Wealth managers spend little time on client ESG preferences
Oxford Risk finds assessments also not providing detailed enough information to act on
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Quilter Cheviot rolls out investment management internships
University degrees were not a requirement for the programme