Managers of Wealth

How to manage different personalities – The theory behind it

As time went by, the model has evolved and is now used mostly as a psychological test in an effort to categorize personalities.

Coutts Plants First Trees of Biggest ‘tiny forest’ in Europe

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.

ESG excellence – Willis Owen’s first annual review reveals ESG funds outperform across global, UK and Equity Income sectors

“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.

Comment: Ten steps toward effective ESG integration

The explanatory effect of ESG on returns in the context of stock market crises also remains subject to debate.

Sustainable investing is in vogue among wealthy Asians in the Covid-19 world even if questions linger over potential payback

“At the same time, investing in companies with an emphasis on sustainability will be a factor of higher return in the coming years.”

Management of climate risk has become an imperative for banks - Deloitte

What’s more, retail and institutional investors have increasingly applied ESG principles to their portfolios, suggesting that sustainability factors are important to shareholders.

Battle to lead the green revolution standards falls to the UK and USA as EU risks falling behind

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.

Sustainable allocations to double in next five years, finds BlackRock

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).

How to integrate ESG in investment advisory

As a wealth manager, you can derive new business opportunities from ESG by proposing reallocations, triggered by ESG criteria.

ESG vs impact investing: what’s the difference?

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.

Schroders awarded ‘Advanced’ recognition in Morningstar ESG Commitment Level Assessment

This ranking expresses Morningstar’s analysts’ assessments of individual strategies and asset managers’ determination to incorporate ESG factors into their investment processes and organisations.

The Global Sustainable Competitiveness Index 2020

Country performance is commonly expressed in GDP – but GDP numbers fail to reflect the underlying elements that shape the development of a country.

Fidelity's 2021 Global Outlook: Seizing The New Reality

In 2020, investors consistently chose to believe the best-case scenario, buoyed by liquidity from the Fed and other major central banks.

Climate AI

How artificial intelligence can power your climate action strategy

The problem with zero carbon pledges

Ambitions to cut emissions are expressed in almost every company press release and annual report — but some are a lot more real than others.

MiFID II and the implications for ESG investing

This surge in interest, especially among a new generation of investors, comes at a time of considerable change in regional politics and investment regulation.

Is it time for a standardised ESG framework, and will the IFRS lead the way?

The lack of clarity in ESG means it’s difficult to compare and analyse investments.

Climate change and emerging markets after Covid-19

And the emerging world has both its role to play and rewards to reap.

The pandemic is only a prelude to a looming climate crisis

Despite long-standing and plentiful warnings from scientists about the risks of a pandemic, the world was woefully unprepared for this crisis.

Covid-19 pushes ESG into the core of securities lending

Asset owners see need to ensure good governance while seeking returns

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