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

Schroders chief executive Peter Harrison to retire in 2025

Schroders chief executive Peter Harrison to retire in 2025

Harrison began his career at Schroders as a graduate in 1988

Cristian Angeloni
clock 24 April 2024 • 2 min read
Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 19 April 2024 • 2 min read
Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read