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
Global Returns Project’s Rachel Derrick highlights the unmet demand for advice in the philanthropic and sustainable wealth management markets
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
Established the ESG investment process at Rowan Dartington where he worked for 12 years
European funds managed by female or mixed-gender teams outperformed those led exclusively by men
Fund selectors reveal the sustainable strategies and asset classes they are looking to add to this year
EWPW will target clients in Singapore, across Asia and beyond
Oxford Risk finds assessments also not providing detailed enough information to act on
University degrees were not a requirement for the programme
13% admit they do not know what the directives are
Engagement on ESG is no longer regarded as a sideline to the investment process but rather essential for fund selectors in gaining a dynamic understanding of a company
More support wanted in accessing ESG investment data
FE fundinfo reveals the ESG funds advisers are looking up on its platform