Newsroom

Friday, November 20, 2020

China’s craving for foreign investors is pushing the ESG agenda

EQ's Kasim Zafar said: "Chinese companies are catching up, but no-one is under any illusion about how much room for improvement there is. Although in 2019, 85% of offshore Chinese companies provided an annual ESG report, only 12% of these were audited. Meanwhile, only 26% of Chinese onshore companies have issued an ESG report." Read more
Thursday, November 19, 2020

How to outsource your clients’ ESG requests

ESG investment is, however, still a relatively new topic for some advisers, whereas others are already experienced in this area, as Jeannie Boyle, executive director and chartered financial planner at EQ Investors, says: “We’ve been looking at how money can have a positive impact for clients and on the environment for the past decade or so.” Read more
Thursday, November 19, 2020

Brexit: How are advisers preparing clients?

Jeannie Boyle, executive director and Chartered financial planner at EQ Investors, says it is important to explain to clients that their investments are part of a long-term financial planning strategy. Read more
Wednesday, November 18, 2020

The top ESG funds in wealth model portfolios

EQ Investors impact specialist Louisiana Salge said buyers have been attracted to AAA-rated ESG veteran Mike Fox and his team’s ‘sustainable investing experience and a diverse set of skill sets’. Read more
Monday, November 16, 2020

MMI 2020: Covid-19 ‘catalyst for ESG’

EQ Investors director Jeannie Boyle said most of the conversations she is having with clients would mirror those that advisers would be having with their clients. “Understanding what their real priorities are is really important. A part of that work really comes down into client’s values and helping them articulate what matters to them in life.” Read more