12/16/2020
Financial Wellbeing and Women – Closing the Advice Gap
29% of women think having a financial adviser of the same gender is desirable, compared to just 1% of men.
12/16/2020
ESG preferences and MiFID suitability
Investment advisors and portfolio managers will soon be required to incorporate clients’ sustainablity (or ESG) preferences into their suitability assessments – what kind of challenges will this pose?
12/15/2020
Our latest monthly issue of UBS Sustainable Investing Perspectives discusses SI equity strategies, why exclusions shouldn’t be an exclusive strategy, and UK's 10-point green plan
12/15/2020
The promotional agency, in collaboration with Ogier in Guernsey, has produced a guide for developing sustainable trust deeds, ‘Sustainable Investing for Private Wealth and Family Offices.’
12/14/2020
Emerging economies are much more vulnerable to rising global temperatures than their advanced counterparts.
12/10/2020
But some investors continue to be sceptical about the benefits of sustainability, according to a Lombard Odier study.
12/09/2020
The transaction is still subject to regulatory approval.
12/09/2020
BloombergNEF’s annual Climatescope survey illustrates investors’ pre-pandemic appetite for clean energy in developing markets; Chile finishes atop the market ranking
12/09/2020
This report focuses on how financial organisations can adopt ESG practices and contribute to helping the world achieve a low carbon economic future.
12/08/2020
The new target replaces a previous 53% reduction target that had been outlined for 2030 as prime minister Boris Johnson reiterated his government's intention to "go further and faster to tackle climate change
12/08/2020
As time went by, the model has evolved and is now used mostly as a psychological test in an effort to categorize personalities.
12/07/2020
The Forest of Thanks and Remembrance will combine remembrance with a permanent place of appreciation for all the efforts of frontline workers in the borough throughout the crisis.
12/07/2020
“ESG is a fairly broad label and doesn’t need to mean ethical, for example, but could just mean the fund uses ESG in its process, which many do,” he said.
12/04/2020
The explanatory effect of ESG on returns in the context of stock market crises also remains subject to debate.
12/04/2020
“At the same time, investing in companies with an emphasis on sustainability will be a factor of higher return in the coming years.”
12/03/2020
What’s more, retail and institutional investors have increasingly applied ESG principles to their portfolios, suggesting that sustainability factors are important to shareholders.
12/03/2020
The new President-elect in the US has committed to a program of green initiatives that will also help push them to the fore of this revolution.
12/03/2020
The survey gathered insights from 425 investors in 27 countries, including corporate and public pension plans, asset managers, endowments, foundations, and global wealth managers with nearly USD25 trillion in assets under management (AUM).
12/03/2020
As a wealth manager, you can derive new business opportunities from ESG by proposing reallocations, triggered by ESG criteria.
12/03/2020
Against a COVID-19 backdrop and new data on climate change trends, sustainable investing is maturing faster and generating greater interest in private markets than ever before.