Adviser network unveils ESG research platform
To cut down the complexities of making recommendations to clients
To cut down the complexities of making recommendations to clients
Most wealth managers expect going green will help them grow over next three years
It will help retail savers look for IFAs committed to sustainability
As 42% want third-party support around ESG investment offerings and integration
Majority of savers believe sustainability is crucial to delivering long-term returns
It will be exclusively offered to HSBC’s retail banking clients in the country
Deal will see the companies work together to create advice tools
But they still performed better than the broader market
Acquired firm creates multi-asset and multi-manager portfolios
Firms not committing to the investment strategy ‘will lose clients’
Vast majority of younger savers more likely to stick with their principles when making decisions
Millennials ‘strong appetite’ for the investment strategy creates ‘opportunity’ for industry