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.
Advisers should act now to make sure their clients make the best use of allowances as the countdown starts for the end of the UK tax year. Click through the slides to see the Prudential technical team’s list of actions advisers should consider.
MORE ARTICLES ON
US sustainable flows deplete by $8.8bn
Chris Metcalfe, CIO at Iboss, breaks down his views on China and why he believes 60/40 investing still has a place
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