The Personal Investment Management and Financial Advice Association (PIMFA) hosted its 2020 Financial Adviser Forum at Farrer & Co, in London this week with the 100 delegates discussing retirement, managing risks and client communications, intergenerational wealth, and ESG.
ESG & Responsible Investing
Lyxor Asset Management is integrating ESG filters into its sovereign bond management business. This HQLA (High Quality Liquidity Assets) strategy, which enables Lyxor to manage the regulatory liquidity buffers of more than 20 banks, is accessible via dedicated mandates or funds and invested on investment grade sovereign bonds. It represents a total of more than EUR10 billion in AuM.
Citi has launched the USD150 million Citi Impact Fund that will make equity investments in “double bottom line” private sector companies that have a positive impact on society.
Tiedemann Advisors, a US investment and wealth adviser for ultra-high-net-worth families, trusts, foundations and endowments, is teaming up with fintech company StoneCastle Cash Management (StoneCastle) to ffer a new cash solution that helps fully integrate impact into client portfolios.
A new study from CoreData Research of 200 professional fund buyers found only 7 per cent point to ESG/sustainability factors as one of the most important fund selection drivers.
Northern Trust Asset Management has expanded its sustainability strategies, enabling institutional investors to combine Environmental, Social and Governance (ESG) investing solutions with the manager’s expertise in quantitative investing across developed and emerging markets.
Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments.
Cerulli Associates' latest report, European Environmental, Social, and Governance Investing 2019: Setting Standards and Enhancing Integration, shows that by the end of August 2019, 1,840 ESG mutual funds and ETFs were registered for sale in Europe and that 233 new ESG funds were launched in the region during 2018.
When it comes to ESG, alternative investment managers are making sure that they are not just ticking a regulatory box but living up to the ideals that they have set, says Ryan McNelley (pictured), managing director, portfolio valuation, Duff & Phelps.
Demand for Islamic finance solutions is set to increase in the GCC and Middle East in the next five years, according to a new report ‘The Evolution of Wealth Management in the World of Islamic Finance 2019’, commissioned by Jersey Finance and Hubbis.