Mifid II sustainability requirements not understood by European wealth managers
13% admit they do not know what the directives are
Wealth Management
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The evolution of fund engagement
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
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ESG data market ‘increasingly challenging’ for advisers and wealth managers to navigate
More support wanted in accessing ESG investment data
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The most researched sustainable funds by advisers
FE fundinfo reveals the ESG funds advisers are looking up on its platform
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Engaging fund managers on fossil fuel financing
In this week’s special Earth Day coverage, Mollie Thornton shares the questions put to fund managers on their investments in the planet
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Where are fund buyers increasing exposure to ESG funds?
European investors reveal where they are adjusting exposure over the next year
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Evelyn Partners recruits Gee for charities role
Firm runs £3bn in assets for charities
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Castlefield Q&A: Having an influence as a smaller investor
Partners at the Manchester-based investment manager discuss SDR, engagement and sustainable growth
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SDR: The implications for DFMs
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
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Global Returns Project partners with UK wealth firm on climate portfolio
Leading Edge will now be able to offer GRP’s portfolio of climate philanthropy investments
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Older generations ‘bridge gap’ to embrace impact investing
Barclays’ research finds families want to demonstrate wealth can be invested for positive outcomes
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Prime Capital buys sustainable investment RIA
North Carolina-based Earth Equity Advisors is a certified B Corporation