The number of advisers having ESG-related conversations with clients rose 2 per cent to 19 per cent between October 2020 and March 2021, according to the latest NextWealth ESG Tracker Study.
ESG & Responsible Investing
Desjardins survey reveals 28 per cent of Canadians believe responsible investments less profitable than traditional investments
According to a survey commissioned by Desjardins, 28 per cent of Canadians believe that responsible investment (RI) products provide lower returns than traditional investments.
Broadridge Financial Solutions has released the results from an annual survey of 400 financial advisers, revealing that a majority across channels use ESG products, citing direct interest from investors. The study also shows how the advisor-wholesaler relationship is evolving post-pandemic.
Tribe Impact Capital (Tribe), the UK’s first dedicated Impact Wealth Manager, has revealed Climate Action and Quality Education as the two most popular UN Sustainable Development Goals (SDGs) amongst its clients.
EV (formally EValue) has launched an ESG-enabled income risk profiler tool for financial advisers. The solution is the first of its kind that maps to a fit-for-purpose income risk rating service for fund and asset managers.
New research has found that 77 per cent of current investors, and those planning to invest, are considering investing in stocks and shares, funds, ETFs or private pensions that are classed as environmental, social and corporate governance (ESG).
New research by Aviva, finds that almost two-thirds of consumers (63 per cent) who have savings, investments, a pension, or an annuity, want pension companies to be more environmentally transparent in where they invest their pensions.
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.
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.