Morningstar: Sustainable funds pull in $900m for first quarter of 2024
US sustainable flows deplete by $8.8bn
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
UK wealth management boutique demystifies investing myths and investor behaviour Click through the slides below to find out more
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US sustainable flows deplete by $8.8bn
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SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
Some firms were hoping for a longer transition period, commentators say
The regulator has made adjustments to requirements for portfolio management services following industry feedback
RGL Management are preparing a second claim against the platform