For John Moore, senior investment manager at Brewin Dolphin, the personal information he can get from such meetings is important.
“They use a mix of proprietary metrics, qualitative information, the GIIN’s IRIS-aligned metrics, and other tools and frameworks,” GIIN said in a statement.
Impact investing could displace traditional charitable donations, with men driving this replacement more than women, according to a new study in the US.
The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions
High-net-worth Millennials, aware of these doing-well-by-doing-good dynamics, increasingly look at philanthropy and investment through a single lens.