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NEWSLETTER | 9 Sep 2021  

Investigating investor appetites

Research this week from Dianomi and The Dubs finds that what investors want is very different from what they are offered. Cryptocurrencies and ETFs dominated the investor want list according to the study which measured investor media searches. Interestingly, ESG was not on the top of the list, but it has proved to be such a huge force in investment this year in every other source of data.

This week has seen PIMFA launch its ESG academy for wealth managers, and initiatives from a number of other firms designed to help wealth managers and IFAs achieve that green dream of bringing ESG to their client portfolios without committing the cardinal sin of greenwashing.

We have an In My Opinion this week from Nicky Maan, CEO of Spectrum Markets, who has explored the medium and long-term market trends against the background of the potentially fragile recovery. “I don’t think the situation is as fragile as it appears. Even if there will be a renewed increase in the number of Covid-19 infections or one of its variants, it has been shown that people largely deal with it in quite a disciplined way,” he says.

Beverly Chandler, managing editor, Wealth Adviser

PIMFA launches ESG academy for wealth managers
Tue | 7 Sep 2021, 12:50
Wealth management and investment services trade association PIMFA has announced that registrations for its new ESG Academy for wealth managers - an online training platform built specially to equip them with the latest ESG knowledge and insights and empower better client conversations - is now open.
Dianomi and The Dubs’ research reveals crypto and ETFs are top asset classes investors are searching for
Tue | 7 Sep 2021, 10:00
A new report from Dianomi and The Dubs reveals the subjects investors are most interested in, via content consumption, search data and internal insights.
Global wealth manager survey from bfinance finds significant changes
Tue | 31 Aug 2021, 11:36
A new survey from independent investment consultancy, bfinance, has identified significant changes in wealth managers’ investment capabilities and practices. Firms are innovating too as they fight to maintain market share and profitability in an era of fee compression and new tech-based competition, the firm says.
  In my opinion

Are Covid economics here to stay?

For a fleeting moment normality seems to have returned to our everyday lives, even if it will be some time until we can really consider the Covid-19 pandemic to be over. Nicky Maan, CEO of Spectrum Markets explores the medium and long-term trends against the background of the potentially fragile recovery.


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