Advisers acting as 'barriers' to social investment - research

Carmen Reichman
clock

Financial advisers are acting as a "barrier" between clients and social investment opportunities due to perceived greater regulatory risk, according to research.

The report, compiled by the Social Investment Research Council, suggests new stringent regulatory rules around investment suitability are deterring advisers from recommending social investments, which they regard as "riskier" than mainstream commercial products. The research, commissioned by City of London Corporation, suggests advisers tend to lean towards liquid investments and are reluctant to recommend investments that have a "lack of a track record in the market". It also claims advisers would always recommend mainstream commercial investments over social investments unless the c...

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 Equities

Partner Insight: Are global equity markets shifting in our favour?

Partner Insight: Are global equity markets shifting in our favour?

Orbis Investments
clock 30 October 2024 • 3 min read
Net gains: What a tennis great can tell us about equity investing

Net gains: What a tennis great can tell us about equity investing

'When you lose every second point you learn not to dwell on every shot'

Sheldon MacDonald
clock 16 September 2024 • 4 min read
Partner Insight: Value and growth investing in the age of AI

Partner Insight: Value and growth investing in the age of AI

Vanguard combines the expertise of active equity fund managers with distinct investment strategies. This can provide a balanced approach to AI opportunities.

Madison McCall, Active Product Specialist, Vanguard, Europe
clock 10 September 2024 • 7 min read