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Elliot Smither web
From Asset Allocation / Thematic Investing February 6, 2020

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Simon Redman, Invesco
From Asset Allocation / Alternatives December 17, 2019

Private clients in pole position to capture illiquidity premium

High net worth investors, with their long-term time horizons, appear a great fit for alternative investments, but picking the right partners is vital

Harriet Steele, Hermes
From Asset Allocation / Sustainable Investing December 17, 2019

Hermes’ thematic strategies strike chord with private banks

ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector 

PWM 1219 cover web
From Asset Allocation / Portfolio Management December 17, 2019

Steering a route between fund brands and their stars

With distribution a key battleground among asset managers, the way they market themselves to advisers and end investors is increasingly important

David Stead, Charities Aid Foundation
From Asset Allocation / Thematic Investing December 16, 2019

Philanthropy reaches the parts impact investing cannot reach

Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together

Tatjana Greil-Castro, Muzinich & Co
From Asset Allocation / Portfolio Management October 28, 2019

Investors re-evaluate bonds in light of negative yields

With income hard to find, particularly in swathes of European sovereign debt which is yielding zero or less, investors are seeking out opportunities in more exotic parts of the bond markets

Elisa Trovato web
From Asset Allocation / Thematic Investing October 17, 2019

Private View Blog: Asset managers shunning chance to change corporations’ climate behaviour

The largest asset managers have the ability to push companies into combating the climate crisis through shareholder voting, but they are not making the most of the opportunity

Elisa Trovato web
From Asset Allocation / Sustainable Investing September 5, 2019

Private View Blog: Why ‘greenwashing’ funds benefits no one

Asset managers who overstate the sustainability of their products through ‘greenwashing’ them may fool investors for now, but will pay the price in time

Federal Reserve
From Asset Allocation / Portfolio Management August 28, 2019

Fixed income is here to stay, but in what form?

PWM gathered leading figures from the fixed income world to debate the future of the asset class and the role bonds may play in investors’ portfolios

Gerard O'Reilly, Dimensional Fund Advisors
From Asset Allocation / Portfolio Management August 27, 2019

Data-driven Dimensional takes aim at world of wealth

A systematic investment process is good news for investors because it is repeatable, says Dimensional Fund Advisors’ Gerard O’Reilly,  but those burned by black box strategies in the past will take some convincing

Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.

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