The UK’s younger generations are counting on the transition of wealth between generations to fund their financial goals, reveals new research from Fidelity International.
Surveys & research
A survey of members of the European investment community, including asset managers and private investors, on attitudes to ESG/impact-related topics and the UN Sustainable Development Goals (SDGs), conducted by Berenberg WAM, the Wealth and Asset Management arm of Berenberg private bank, has revealed that the Covid-19 pandemic has increased the significance of the social aspects of ESG for investors.
eToro’s inaugural Retail Investor Beat, which surveyed 6,000 retail investors across 12 countries, revealed that the rising cost of goods and services is seemingly influencing investors’ portfolios.
The nation is struggling to understand how much money is in their pension pot and how much they need to retire, according to new research released today from digital pension provider Penfold.
A global survey of retail banking customers from banking software company Temenos finds that banks must remember the human touch as they develop their digital banking services.
Ethical funds continue to show their resilience during a period of uncertainty versus traditional non-ethical funds according to the latest analysis by Moneyfacts.co.uk. This has coincided with a consistent media focus on climate change and the ESG agenda which coupled with competitive fund performance could encourage more investors to choose ethical funds in the months to come.
The Hong Kong wealth market is expected to rebound after a COVID-19 pandemic induced contraction in 2020, driving up affluent investor numbers, according to GlobalData, a data and analytics company.
ESG has become something of a buzzword amongst industry experts and professionals in the financial services, being employed across the industry to describe a variation of products and approaches, according to Architas, a global multi-manager investment firm.
A new poll reveals three quarters of UK investors (76 per cent) will continue their lockdown investing habits, despite the loosening of restrictions, with the average UK investor planning to invest 19 per cent more each month post-lockdown, rising to 36 per cent for younger, Gen-Z investors.
EUR140 billion asset manager CANDRIAM has released a new paper looking at the incompatibility of bitcoin and ESG, authored by Lucia Meloni, Lead ESG Analyst, ESG Investments & Research and Vincent Compiègne, Deputy Global Head, ESG Investments & Research.