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

        Thinking about how to sustainably advise on sustainable investing?!

  Portfoliometrix   Q1 of 2024 | 1 year 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 ?

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

Asset manager Marriott Unit Trusts Manco was founded in 1987.

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

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Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.