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Just two out of five (38%) European wealth managers fully understand the European Securities and Markets Authority (EMSA) Mifid directives on sustainability assessments, according to a new study from behavioural finance company, Oxford Risk. Despite ESMA updating its guidelines to integrate sustainability factors, risk and preferences into investment firms’ organisational requirements last September, 13% of … Read more

In terms of societal attitudes towards sustainability, Europe – especially the Nordic region – has historically been faster to embrace change than most other parts of the world. This is reflected in the long track record of both Nordic companies and Nordic investors in focusing on the various dimensions of sustainability and associated risks. In … Read more

The CFA Institute has released a flagship research paper identifying sustainable finance among four key narratives designed to assist practitioners and the industry in preparing their investment strategies for the years ahead. The paper, Future State of the Investment Industry, draws on survey responses from 3,000 investment professionals globally to offer a macro perspective of … Read more

Fidelity has launched two active Article 9 funds that aim to achieve capital growth over the long term by investing in sustainable investments. The Fidelity Funds Sustainable Global Equity Fund is managed by Cornelia Furse as lead portfolio manager, supported by Matt Egerton as assistant portfolio manager. The Fidelity Funds Sustainable Asian Focus Fund is … Read more

The UN Sustainable Development Goals (SDGs) have inspired governments, individuals and institutions since their inception in 2015. These 17 ambitious objectives provided a vision for how the world could be improved for all its inhabitants by the year 2030. In doing so, they created a hero narrative for the world that would be familier to … Read more

Tomorrow marks the launch of the very first edition the ESG Clarity Intelligence e-zine. ESG Clarity Intelligence was set up in 2021 to complement our main publication, and act as an educational hub and resource for fund selectors who were beginning to look at ESG or sustainability, moving into sustainable investment careers or just starting … Read more

Artificial intelligence and ChatGPT have the potential to innovate lots of areas in the ESG investment space – such as data and measuring biodiversity, for example – but will not replace the human element of processes, according to J Safra Sarasin’s chief sustainability officer Daniel Wild. In this Green Dream video, Wild explains how the … Read more

Ardea Investment Management, Castlebay Investment Partners and Fiera Capital are among successful asset manager signatories to the Financial Reporting Council’s (FRC) UK Stewardship Code this year. The UK Stewardship Code is a set of principles for asset owners and managers to ensure they are meeting expectations on how they are managing money on behalf of … Read more

Today, journalists at Mark Allen Financial Media received an invitation to the launch of a report looking at women’s finance entitled … Wobbly Bits. Wobbly Bits. Our first reaction was to ask whether the name was a joke. We assume it was well intended, but unfortunately, we believe the name of this report will tarnish all … Read more

As China struggles to reawaken its economy from a Covid slumber, India has been stepping into the spotlight. Although India is coming from a lower overall base, consumption is already a far more significant contributor to national income than is the case in China. Arisaig have been investing in the Indian consumer for more than … Read more