Managers of Wealth

Mercer collaborates with Ortec Finance on climate crisis portfolio modelling

Collaboration enhances Mercer’s climate scenario analysis to better inform investors seeking to control risk and identify opportunities

Investing in the leaders of the climate transition

The Climate Transition strategy focuses on three sets of opportunities when selecting companies using thematic, activity-driven filtering with a high purity threshold.

SS&C Announces Collaboration with Morningstar Sustainalytics to Expand Access to ESG Research, Data and Analytics

Many separate account managers are still in the early stages of incorporating ESG factors into portfolio analysis, construction, and investor conversations.

Keeping Up With Institutions in a Race to Net Zero

Most countries target 2050 to become carbon net neutral

Swiss Bankers Association joins Net-Zero Banking Alliance

The Swiss Bankers Association is aware of the role and responsibility of the banks and the financial centre in achieving the national and international net-zero goals, and is taking appropriate steps, together with its members.

Conversations in Wealth Management | an interview with ABSA’s Prudence Chiloane

From an industry perspective, the FSCA recently issued a draft transformation strategy paper for public comment, which signals that there is a need for more to be done across the industry.

The Majority of ESG Funds Are Not Sustainable. Here’s Why.

Environmental, social, governance investing sounds great, but unless you go the extra mile with your due diligence, your “green” investment may not be doing all the good you had hoped.

ESMA highlights sustainable finance as a priority for the asset management industry

ESMA stresses that it welcomes feedback and input from stakeholders as it seeks to calibrate the sustainability disclosure framework appropriately.

ESG and Sustainable Investment Outlook

$30 trillion by 2030 on the way to net zero.

Delivering the climate technologies needed for net zero

Developing and deploying climate technologies is critical for the world’s net-zero agenda. Growth could await businesses willing to innovate quickly and to collaborate across value chains.

ESG in commercial real estate: why greener is smarter

In recent years, one of the most transformative shifts in commercial real estate (CRE) has stemmed from ESG, or Environmental, Social and Governance issues.

Using Art to Change the World

Platform Earth’s most recent project involved using Air-Ink, made from particle pollution captured on the streets of India, and asking some of the world’s most celebrated artists, including Rachel Whiteread, Tracey Emin, Shezad Dawood and Bria

Climate Action: A New Competitiveness Paradigm

The carbon price presents an opportunity for companies to gain an edge over the competition

Private Equity Firms Can Be Catalysts in Fighting Climate Change; Here Is How

The study explored the private equity industry’s unique opportunity to be a key driver in fighting climate change.

Anticipating Investors’ ESG Needs

Fund managers would do well to be prepared and get ahead of these needs.

Four Ways Investors Can Act on Climate Change

Climate change presents risks, but there are ways for investors to take part in positive change.

Reporting and Monitoring for ESG

Most ESG reporting is still qualitative.

ESG and war in Ukraine – a new challenge for responsible investors

ESG has been here before and in 2020 (during the COVID-19 pandemic) investors learned quickly that companies that solved problems become highly sought after.

Wealth advisors failing consumers on ESG

Oxford Risk is urging wealth advisers to make better use of technology to provide improved services to clients based around understanding their needs through detailed profiling.

Why Seeking Sustainability Benefits Both Clients and Asset Managers

High net worth individuals have the potential to demand more from banks and other providers of less tangible services

Planet SOS