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

Helping your clients assess the climate impact of their Portfolio

August Reporting Season: The Misses and Beats

Equity Markets Rally on Rate Cut Hopes and Positive Economic Data

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Looking around the corner on China, Australia and the US with Economist Andrew Hunt

US Market Settle as Australian Reporting Takes Centre Stage

Preview of the Portfolio Construction Forum Strategy Summit 2024 with Jonathan Ramsay & Jonathan Tolub

Markets finish off the month with a strong week

US jobs report surprises on the upside

Is inflation still bubbling under the surface?

US dips down while Australia dances to a different tune

Fed ready to do whatever it takes

Rate expectations push markets down for the month

Markets slid again last week, with a concentrated sell off in US tech

Recession fears build, yet equity markets end the week higher

Inflation - Flash Update

Interest rate sensitivity persists into the new year

Strong start to the year continues despite recession concerns

Equities turbulent but resilient as interest rates rise

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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