Steps to providing ESG-compliant client portfolios
As clients become steadily more aware of ESG-related considerations, writes Alexandra Mortimer, their advisers will have to rise to the challenge of navigating this long-term theme
ESG
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40% of DC savers don’t know if their pensions are invested responsibly
With 63% saying they would feel more engaged if their pensions were
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Investment manager Alquity buys fund platform
Boosting Alquity’s AUMA to over $640m
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Worthstone partners with Collidr on sustainable MPS portfolios
Who will apply behavioural research and AI technology to screen and select suitable funds
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The winners of the ESG Clarity Awards 2023
Recognising the companies that are genuinely committed to sustainable investing
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Sustainability Disclosure Requirements on track for Q4 – FCA
Update on the SDR consultation and where the FCA will provide further guidance
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PFS creates panel to set standards around sustainable financial advice
It will give advice on climate change and sustainability goals
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PFS and CII launch ESG course for advisers
It will count for 12 hours of CPD
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Schroders launches ESG guides to support financial advisers
Confidence when speaking about sustainable investing is dropping
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EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences
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ADGM rolls out sustainable finance regulatory framework
It encompasses rules on investment funds, managed portfolios and bonds as well as requirements for ESG disclosures
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Novia Financial partners with ESG Accord to launch sustainability framework
It will be aimed at financial advisers, compliance consultants and paraplanners