Advisers should hold ESG fund providers and asset managers to account and question their policies, according to Cazenove Capital portfolio director Emilie Shaw.
Speaking in the third of a summer series of Working Lunches hosted by Professional Adviser and in partnership with Schroders on Wednesday (26 August), Shaw said it was important for advisers to keep account of the sustainable initiatives providers and asset managers have signed up to. "This is really important for understanding the strategy being employed," she said. "It's important to get clarity on what the investment policy is so you can report back to your clients - hold the asset manager to that policy." Sign up to PA's ESG Masterclass Also speaking at the webinar was Schroder...
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