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Matthias Schulthess
From Asset Allocation / Alternatives April 12, 2021

Wealth industry adjusts to meet family clients' growing appetite for alternatives

With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets

Nick Peters, Fidelity
From Asset Allocation / Equity March 1, 2021

Lockdowns lend weight to thematic investing approach

Thematic funds have enjoyed a successful 12 months in terms of both inflows and performance 

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From Asset Allocation / Thematic Investing February 22, 2021

Global Asset Tracker: Connecting tech trends with sense and sustainability

Elisa Trovato provides analysis of the Global Asset Tracker 2021 survey, highlighting the themes on investors’ minds as we move into the “the next economic revolution”

Deforestation
From Asset Allocation / Thematic Investing February 1, 2021

BlackRock's deforestation policy still falling short

Research highlights gap between environmental guidelines and standards at world's largest asset manager

Cathrine de Coninck-Lopez, Invesco
From Asset Allocation / Equity December 17, 2020

Sustainability snowballs as asset management takes ESG to heart

Covid-19, impressive performance and impending regulations have all combined to make 2020 a transformative year for ESG investing

Anne Simpson, Calpers
From Asset Allocation / Thematic Investing December 1, 2020

‘There's a letter missing in ESG’

We have environmental, the E; social, the S; governance, the G – but there's no F for finance, argues Anne Simpson from Calpers

Chetan Sehgal, Templeton Emerging Markets Investment Trust
From Asset Allocation / Equity November 10, 2020

Emerging markets now firmly aboard the ESG bandwagon

ESG is now very much on the radar when it comes to emerging markets, both for investors locating to these regions and for the companies listed there

SV 28.10.2020 DATA
From Asset Allocation / Sustainable Investing October 29, 2020

Can the largest fossil fuel financiers change?

Is JP Morgan’s Paris Agreement pledge enough?

AnaBotin - Exec Chair Santander Group (1)
From Asset Allocation / Sustainable Investing October 29, 2020

Santander’s Ana Botin on the challenges of sustainable finance

Santander Group executive chairman on the tightrope banks must walk in providing finance to support a green transition, without shunning coal-reliant poorer nations. 

Frank Vogl3 portrait
From Asset Allocation / Sustainable Investing October 29, 2020

Resetting the banking sector’s moral compass

The dominant priority at major banks is the maximisation of short-term profits rather than serving the public interest.

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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