Thinking about how to sustainably advise on sustainable investing?!
Where I Am? | Viewer ==> Thinking about how to sustainably advise on sustainable investing?!

Portfoliometrix

  Portfoliometrix   Q1 of 2024 | 2 years ago

ESG, Sustainable Investing and Positive Impact investing have become buzz words of late. At PortfolioMetrix we have been engaged in this space for close to 7 years now – which is quite a long time in what is still a nascent area of investing for most retail investors and advisers. With that in mind we have a penned a few thoughts below to help advisers clarify their thought process in how to approach advising clients in this space.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

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Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.