Peter Michaelis: Integrating ESG into portfolios through multi-asset funds

Guard against risk posed by poor environmental, social and governance practices

clock • 5 min read

Without properly considering the risks posed by companies not playing by the rules, both advisers and their clients could face substantial losses, warns Peter Michaelis

A multi-asset fund is often a simple way to ensure a client's portfolio is well diversified - and, as the regulator is often at pains to point out, good diversification can help an adviser to manage investment risk and reduce portfolio volatility. This is one of the reasons multi-asset funds have grown in popularity among advisers in recent years. According to a Barings survey conducted in July 2015, nearly half (47%) of advisers are recommending their clients invest in multi-asset funds - up from 36% 12 months previously. General favourability towards multi-asset funds is also high, wit...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Tatton AM launches range of passive funds as AUM surpasses £20bn

Tatton AM launches range of passive funds as AUM surpasses £20bn

Net flows double from last year

Cristian Angeloni
clock 13 November 2024 • 1 min read
Mabel Insights adds DFM partner

Mabel Insights adds DFM partner

Additional Waverton data to be available on comparison site

Jen Frost
clock 12 November 2024 • 2 min read
Partner Insight: Navigating the great wealth transfer

Partner Insight: Navigating the great wealth transfer

The great wealth transfer represents opportunity and risk in equal measure for financial advisers.

Warwick Bloore Senior Specialist, Adviser Research Centre, Vanguard, Europe
clock 12 November 2024 • 6 min read