ESG
Best Practice | 29 Jun 22
Advisers lack ESG focus in client portfolio reviews
But they discuss sustainability preferences with new customers during onboarding process
Ex-BlackRock VP sets up model portfolio provider
Firm will offer impact investment-focused products looking to tackle climate change and social inequality
Investment management firm enters UK retail market
As it rolls out a sustainable fund
BNY Mellon fined $1.5m for ESG ‘mis-statements’
Watchdog warns firms it will hold them accountable for inaccurate descriptions of products
Clients want IFAs to help with ESG investing
But more than half say their adviser has not brought up the topic