Surveys & research

ESG survey

Study finds nearly two-thirds of investors globally prefer using active funds to integrate ESG

Study finds nearly two-thirds of investors globally prefer using active funds to integrate ESG

 

Nearly two-thirds (63 per cent) of investors prefer using active funds to integrate ESG, with equities (80 per cent) over bonds (58 per cent) being the most popular asset classes globally to gain ESG exposure, according to a new study by USD2.7 trillion Capital Group.

 

Story

Vontobel study finds institutional investors and discretionary wealth managers turning to emerging markets fixed income

Vontobel study finds institutional investors and discretionary wealth managers turning to emerging markets fixed income

The war in Ukraine has added continued volatility to emerging markets fixed income assets. According to a study published by Vontobel Asset Management, while institutional investors globally are wary of the war’s market and economic impacts, they remain optimistic for the months ahead. 

 

Story

Family offices urged to adapt in face of ‘sobering mix’ of economic, regulatory, social and technological disruptions

Family offices urged to adapt in face of ‘sobering mix’ of economic, regulatory, social and technological disruptions

Family offices – organisations that support the purpose, legacy and ambitions of the world’s most prominent families – need to accelerate their efforts to adapt and transform their strategy and operations to address a series of disruptions brought on by rapid global economic, social, regulatory, geopolitical and technological change, according to the new EY Single Family Office Study.

Story

Research reveals that the UK’s millionaires prioritise physical recycling over making ESG investment choices  

Research reveals that the UK’s millionaires prioritise physical recycling over making ESG investment choices  

 

 

Britain’s millionaires are prioritising recycling as part of efforts to be more environmentally friendly, instead of changing their investments, which could have the biggest impact on the planet, according to new research from wealth manager and private bank Coutts. 

 

Story

Tech-savvy advice firms continue to outperform their peers,  according to intelliflo’s eAdviser Index 

Tech-savvy advice firms continue to outperform their peers,  according to intelliflo’s eAdviser Index 

 intelliflo, the cloud-based technology platform for financial advisers, has reported the results from its latest eAdviser Index, which found advice firms maximising their use of intelliflo office were able to service more clients, attract more assets and generate more revenue than those not yet adopting the technology to its full potential.

Story

Research reveals that renewable energy assets are key to portfolio diversification

Research reveals that renewable energy assets are key to portfolio diversification

A survey of 100 UK pension funds, institutional investors, and wealth managers from Downing LLP (Downing) reveals almost all say they will increase allocations to renewable energy as part of a diversification strategy.

Downing offers both institutional and retail investors the opportunity to invest in renewable energy and other infrastructure in the UK and northern Europe.