7IM has reduced the annual management charge for its Sustainable Balance fund from 1.00 per cent to 0.75 per cent as it seeks to broaden the appeal of its proposition for investors interested in responsible investments.
ESG & Responsible Investing
Equilibrium Financial Planning, a Cheshire-based wealth management firm, has become a signatory to the UN’s Principles for Responsible Investment (PRI), as the GBP10 million-turnover business sharpens its focus on ESG investing.
Alpha FMC, a provider of specialist consultancy services to the asset and wealth management industry, has launched a dedicated Environmental, Social and Governance (ESG) and Responsible Investment (RI) practice.
Sustainable and ESG-focused funds should sit at the heart of investors’ long-term portfolios now, with the seismic shift seen towards such mandates in recent years unlikely to be reversed, according to Adrian Lowcock at Willis Owen .
Aviva Investors launches training programme to help financial advisers cater for increased ESG interest
Aviva Investors has launched ‘ESG: Know How’, an initiative designed to meet the rising demand for better adviser knowledge of environmental, social and governance (ESG) investing. ‘
Following many years of increasing demand for ethical investments, flat-fee wealth manager Bancroft Wealth is warning investors to look beyond the labels and marketing messages when choosing where to place their money if they want both ROI and ROP (return on investment and return on principles).
New research from international family office Stonehage Fleming has found that ultra-high net worth (UHNW) families have remained committed to ESG investment, despite the impact of Covid-19.
The Global Returns Project, a new climate initiative co-founded by two ex-financiers, has launched a campaign to fund the world’s most effective not-for-profit climate solutions at incredible scale.
A new report launched by Campden Wealth, Global Impact Solutions Today (GIST), and Barclays Private Bank reveals the growth in leading private wealth holders and family offices investing for positive social and environment impact, with the average portfolio allocation set to almost double, increasing from 20 per cent in 2019 to 35 per cent by 2025.
Calvert Research and Management (Calvert), a subsidiary of Eaton Vance Corp (Eaton Vance), has launched the Calvert Institute for Responsible Investing (Calvert Institute), an affiliated research institute dedicated to driving positive change by advancing understanding and promoting best practices in responsible investing.