Helping your clients assess the climate impact of their Portfolio

November 15, 2021

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

This post is also available as a podcast on:

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Helping your clients assess the climate impact of their Portfolio

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With greater focus being placed on COP 26 and the ongoing fight against climate change, it is no wonder that clients are starting to ask important questions about the impact of their investment portfolios. Investors are starting to care more about what they are investing in and what impact those investments may have on the environment.

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As a financial adviser it is important to be able to answer these questions and to provide investment alternatives to clients who are looking for greener investment alternatives.

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Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

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Helping your clients assess the climate impact of their Portfolio

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Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

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Carbon credits and investing – is it the outcome we expect?

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Bad news equals good news

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‘Buy the dip’ opportunism start surfacing

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US momentarily dips into official bear market territory

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Mark Lewin was a financial planner, but is now the Director of Back Office Heros. In his planning business he gained significant efficiencies by recommending and implementing managed accounts for his clients. He tells us how...

Helping your clients assess the climate impact of their Portfolio

Helping your clients assess the climate impact of their Portfolio

Markets face biggest one day drop since March 2020

Monthly Macro with Jonathan Tolub & Andrew Hunt: The Hunt for liquidity

Will the Fed's continued tightening cause something to break?

Focus on currencies: Time to hedge?

Quantitative tightening and liquidity: More than one reason we might see higher bond yields?

Q3 Manager and Diversified Portfolio Performance Summary

Financial Markets Digest Fed's Hawkish Cut as Central Banks Make Final Moves of 2024

2024 in Review and What to Expect in 2025 with Hunt Economics

Central Banks Poised to Cut Rates Amid Sluggish Growth

Markets Outlook: Near-Term Liquidity, Medium-Term Risks, Long-Term Inflation Prospects with Economist Andrew Hunt

Markets Adjust as Trump Rhetoric Heats Up and Central Banks Signal Slower Pace of Cuts

Markets Reflect Diverging Economic Paths for U.S. and Europe

Andrew Hunt's visit to New York and some key implications for global markets

Helping your clients assess the climate impact of their Portfolio

Carbon credits and investing – is it the outcome we expect?

Better World makes a difference with investment in renewables

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

How Mark Lewin saved 13 hours a week with Managed Accounts

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