Advisers lack ESG focus in client portfolio reviews
But they discuss sustainability preferences with new customers during onboarding process
ESG
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Ex-BlackRock VP sets up model portfolio provider
Firm will offer impact investment-focused products looking to tackle climate change and social inequality
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Investment management firm enters UK retail market
As it rolls out a sustainable fund
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BNY Mellon fined $1.5m for ESG ‘mis-statements’
Watchdog warns firms it will hold them accountable for inaccurate descriptions of products
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Clients want IFAs to help with ESG investing
But more than half say their adviser has not brought up the topic
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Schroders creates adviser net-zero guide
75% of IFAs report increase in number of clients asking for sustainable investment options
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FNZ invests in global sustainability data provider
To help retail investors, advisers and wealth managers allocate capital according to their principles
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Responsible investing not a compromise on returns, advisers say
But they lament the complexities around sustainable strategies
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Middle East HNWs start to embrace ESG
But they want more advice and clarity on how to invest sustainably
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HK trade body partners with CFA for ESG qualification
To set up a course designed to meet demand in the investment industry
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Global sustainable fund flows plunge 36% in volatile Q1
However green products in most regions held up better than conventional market
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Hong Kong retail investors lack of ESG awareness
Only 5% are currently investing in environmental, social or governance products