Jordan Waldrep (pictured), Principal and CIO of TrueMark writes that last year, the Environmental, Social, and Governance investing space, or ESG, saw some of the fastest inflows of any area in the ETF universe.
ESG & Responsible Investing
Rathbone Greenbank Investments, Rathbones’ specialist ethical, sustainable and impact research and investment team, has appointed Saleem Shivji as a collectives analyst. He will report to John David, head of Rathbone Greenbank Investments.
Quilter Investors has appointed Marcus Cave as an ESG Fund Research Analyst as it further integrates environmental, social and governance factors into its investment process.
TISA, a cross-industry financial services membership body, has launched the first Good Practice Guide intended to help firms understand their ESG reporting obligations under Sustainable Finance Disclosure Regulations (SFDR).
Managed Portfolio Service Provider FE Investments has launched a new proposition to offer sustainable investment reporting for retail investors.
Retail investors' sustainability requirements not being met by investment websites says Planet Tracker
A review of 22 investment websites by financial think tank Planet Tracker has found that not one provided retail investors with the means of excluding deforestation risk from their search.
Wealth management firm, Quilter Cheviot, has launched a discretionary investment strategy aimed at clients who want Environmental, Social and Governance (ESG) considerations to be a key driver of investment selection, without compromising on their long-term financial considerations.
A potential increase in the ‘charge cap’ on pension schemes could make higher return funds more accessible to the general public, including ESG funds, says Bowmore Financial Planning, a chartered financial planner for private clients, trustees and corporates.
Quilter Financial Planning has introduced independent ESG Integration assessments for all funds in its restricted investment proposition.
Partners Wealth Management (PWM) has launched The PWM Green Matrix, which aims to assist advisers in building client knowledge and understanding of the sustainable investment options.