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.

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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

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

Bulls and bears traded blows that resulted in multiple 4% round trips during the week

Record stock movements in the US as earnings diverge from expectations

High inflation and geopolitics muddy the water

All eyes on the Ukraine and Russia border

Investors attempt to price in the invasion and the ensuing sanctions on Russia

Quantitative Tightening (QT) with Hunt Economics

A quiet week with some swelling volatility

Rising rates and slowing growth, can't have one without the other

Highest inflation print in Australia since 2000

Daily Volatility as high as mid-march 2020 levels

Global markets have become extremely US centric

"What do I tell a client who wants to invest in Crypto?"

The market has a "breadth" problem

Finding value and maintaining confidence in a FOMO world

Inflation in 2022 - Beware of cross currents in 2022

What happened in markets in 2021, and why?

We've got a bad case of FOMO, but it's not what you think

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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