How to help clients approach sustainable investing

By October 25, 2018 No Comments

This year’s Good Money Week, which ran from September 29 to October 5, highlighted just how many asset management groups have widened their offering in the ethical, sustainable or socially responsible investing (SRI) space.

While funds which invest ethically or with environmental, social and governance (ESG) issues factored into their strategy have been slowly but surely gaining momentum, there are still those advisers and investors who do not believe they have quite entered the mainstream.

What is clear, however, is that there is a growing interest among clients of all ages in ethical and sustainable approaches to investing.

The Schroders Global Investor Study 2018 reports that 56 per cent of UK investors have increased their allocation to sustainable investments in the past five years.

But Jessica Ground, global head of stewardship at Schroders, admits: “Clearly, barriers still remain preventing investors from embracing this approach, highlighting that the availability, transparency and advice around these funds requires improving.”

What are the different definitions around these types of approaches to investing? 

How can advisers help their clients to navigate the offerings in the ethical, sustainable, ESG and responsible investing space?

Talking Point, in association with Schroders, considers how advisers can help clients to construct a sustainable porfolio, given the range of products available.

The report, which can be read by clicking the link in the image above, qualifies for an indicative 30 minutes’ worth of CPD. 

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