When it comes to ESG investing, advisers are expected to not only be on the front foot from a regulatory perspective but also from a commercial and strategic perspective, ensuring they are able to serve their clients’ best interests, delegates heard yesterday (5 October).
Examining the rise of ESG advice at PA360 North, FE fundinfo chief investment officer Rob Gleeson said there were three trends colliding when it comes to bringing ESG fully into the everyday advice process. "Investment managers recognising ESG as useful indicators of a well-run business, regulators recognising that policy objectives pose significant risk to investors as well as to the financial system, and investors changing priorities to reflect values." To address the broad range of values, FE fundinfo took a "pragmatic approach", according to Gleeson. "FE launched a trial proposition ...
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