Peter Michaelis: Integrating ESG into portfolios through multi-asset funds

Guard against risk posed by poor environmental, social and governance practices

clock • 5 min read

Without properly considering the risks posed by companies not playing by the rules, both advisers and their clients could face substantial losses, warns Peter Michaelis

A multi-asset fund is often a simple way to ensure a client's portfolio is well diversified - and, as the regulator is often at pains to point out, good diversification can help an adviser to manage investment risk and reduce portfolio volatility. This is one of the reasons multi-asset funds have grown in popularity among advisers in recent years. According to a Barings survey conducted in July 2015, nearly half (47%) of advisers are recommending their clients invest in multi-asset funds - up from 36% 12 months previously. General favourability towards multi-asset funds is also high, wit...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

China: Beyond trade tensions and tariffs

China: Beyond trade tensions and tariffs

'So what do you think about China?'

Gabriel Sacks
clock 05 December 2025 • 4 min read
As good as... Should investors rely on gold to protect portfolios during market dips?

As good as... Should investors rely on gold to protect portfolios during market dips?

'Gold is often bought more on hope than expectation'

James Flintoft
clock 04 December 2025 • 3 min read
Darius McDermott: The uncertain future of the US dollar

Darius McDermott: The uncertain future of the US dollar

'Investors need to be aware of the potential vulnerability of the dollar'

Darius McDermott
clock 03 December 2025 • 5 min read