Kleinwort Hambros’ chief investment officer says that “within the next few years”, there may be a regulatory requirement for wealth managers to show clients how their portfolios are performing from a sustainability point-of-view.
Mouhammed Choukeir said alongside a portfolio’s financial value, data on the underlying investments’ progress toward the United Nations sustainable development goals (SDGs) could also be required.
“Clients want that and deserve to see that,” Mr Choukeir told PAM Insight’s Annual CIO dinner in a talk titled ‘People, planet, profits – is there a trade off?’.
He poi...