Client appetite to know exactly their investments are doing is on the rise and discretionary fund managers (DFMs) are seeing opportunity in tailoring sustainable funds, writes Claire Tyrrell. Here, she speaks to advisers and DFMs about the role discretionary managers can play in ESG investing...
Gemma Woodward is accustomed to compiling funds based on a person's ethical nuances, but a particularly memorable moment was when a Quaker charity called on her expertise. "Obviously they have a series of set beliefs, but their concern was about the environment as well," Woodward, Quilter Cheviot director of responsible investment, explains. "It actually ended up that we did a workshop for the six trustees for about two to three hours, going through the different permeations of the policy to make sure they were really comfortable with what they were excluding and including within that."...
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