Green And SRI

A roundup of the latest funds news impacting the wealth management sector...

A new sustainable finance course is launching in Jersey.

Over a third of wealth management and advice firms want more support accessing the right sustainable finance and environmental, social and governance (ESG) investment data, a survey from wealth management lobby group PIMFA found.

Late last year, COP27 concluded by expressing the urgent need to invest in the “developing world”.

A roundup of the latest sustainability stories...

Only four percent of “sustainable” investment funds would automatically comply with requirements of US, UK and EU regulatory investment fund label and naming rules, according to research by global sustainability tech platform Clarity AI. 

Wealth manager Cazenove Capital, part of the Schroders group, has written to all asset managers on its approved fund list asking them to take action on behalf of clients this voting season.  

A study by data and insights company, Agility Research & Strategy, has revealed that global millionaires are making ethics a priority when it comes to luxury purchases.

With Earth Day 2023 coming up this weekend (22/04/2023), thewealthnet took a look into the trends that have shaped the sustainability landscape in wealth management over the past year.

The phrase ‘there is no planet B’ is used a lot these days. In many ways this is true, there is only one planet for us to live on. With Earth Day taking place tomorrow (22 April), it is a good opportunity to re-think how we are treating the planet.