Defaqto has launched dedicated ESG Reviews, whiche are now available through its financial planning software, Defaqto Engage, and provide an easy way for advisers to access the data they need.
ESG & Responsible Investing
People would be more likely to invest in companies with high ESG scores if there was a simpler ESG rating system, according to online research for HSBC Global Asset Management by YouGov.
Jack Rose (pictured), Strategic Sales Director at Triple Point, writes that ESG just cannot be ignored, post-pandemic…
Northern Trust Asset Management has continued to expand its sustainability strategies, with two new offerings combining fixed income and sustainable investing.
Blackfinch Group has launched two new portfolios within its Adapt IHT Portfolios range which aims to bring a stronger ethical focus to the Inheritance Tax (IHT) solutions.
Digital wealth manager Personal Capital has reached USD1 billion in assets under Management in its Socially Responsible Personal Strategy Investment portfolios, which were launched in 2018.
The coronavirus crisis and subsequent lockdown have finally given real clarity on how to evaluate companies’ ability to tackle social issues, “crystallising” what the S in ESG really means, according to Bas NieuweWeme CEO of Aegon Asset Management.
New research from TIME Investments reveals that the majority (92 per cent) of financial advisers and wealth managers have seen an increase in demand from their clients for investments which have a positive impact on society, the environment and provide economic benefits.
Research conducted for HSBC Global Asset Management by YouGov shows that people in the UK regard companies associated with being more environmentally friendly as being the most attractive long term investments. The online study asked a range of questions on the topic of environmental, social and governance (ESG) across over 2000 UK adults.
Waverton Investment Management has launched its new Enhanced Responsible Investment Service (ERIS), aimed at those clients who would like an additional ethical, environmental or social overlay enabling them to include or exclude certain themes and product involvement areas in their portfolio to reflect their specific personal values.