Professional Adviser www.professionaladviser.com Getting sustainability assurance is 'challenge' for advisers <img alt="Getting sustainability assurance is &#39;challenge&#39; for advisers" src="https://www.professionaladviser.com/api/v1/wps/eada046/c5c49876-d4a1-49e1-880d-f3376002b416/1/Mazars-Paul-Hamalainen-185x114.jpg" /> <p><!--summary start--> Advisers may have a difficulty identifying and comparing the sustainable focus of the firm’s they insource from and then communicating that to their clients, according to Mazars’ director of sustainable finance Paul Hamalainen. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/eada046/c5c49876-d4a1-49e1-880d-f3376002b416/1/Mazars-Paul-Hamalainen-185x114.jpg https://www.professionaladviser.com/interview/4186575/getting-sustainability-assurance-challenge-advisers https://www.professionaladviser.com/interview/4186575/getting-sustainability-assurance-challenge-advisers https://www.professionaladviser.com/interview/4186575/getting-sustainability-assurance-challenge-advisers Mon, 18 Mar 2024 11:27:10 +0000 Sustainability Disclosure Requirements: What the regime means for IFAs <img alt="Sustainability Disclosure Requirements: What the regime means for IFAs" src="https://www.professionaladviser.com/api/v1/wps/c71e389/4cc014b3-5170-4214-9bf5-897bc27e709f/5/Julie-Hardie-threesixty-185x114.jpg" /> <p><!--summary start--> What do advisers need to do under the SDR regime and how will it impact their advice process? Julie Hardie shares her insight... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c71e389/4cc014b3-5170-4214-9bf5-897bc27e709f/5/Julie-Hardie-threesixty-185x114.jpg https://www.professionaladviser.com/opinion/4172976/sustainability-disclosure-requirements-regime-means-ifas https://www.professionaladviser.com/opinion/4172976/sustainability-disclosure-requirements-regime-means-ifas https://www.professionaladviser.com/opinion/4172976/sustainability-disclosure-requirements-regime-means-ifas Tue, 20 Feb 2024 07:46:31 +0000 Exploring ESG attitudes: 'We talk sustainability with young and old' <img alt="Exploring ESG attitudes: &#39;We talk sustainability with young and old&#39;" src="https://www.professionaladviser.com/api/v1/wps/bf2b256/53cc01bd-710f-44a0-a0cc-f2aab4e87974/15/Isabel-Baxter-342-Edit-roi-3-185x114.jpg" /> <p><!--summary start--> Some may argue that there has been a stereotype that younger clients have a greater preference for sustainable investments. Here Isabel Baxter explores if this is a case and what other factors might come into play… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/bf2b256/53cc01bd-710f-44a0-a0cc-f2aab4e87974/15/Isabel-Baxter-342-Edit-roi-3-185x114.jpg https://www.professionaladviser.com/feature/4166879/exploring-esg-attitudes-talk-sustainability https://www.professionaladviser.com/feature/4166879/exploring-esg-attitudes-talk-sustainability https://www.professionaladviser.com/feature/4166879/exploring-esg-attitudes-talk-sustainability Wed, 24 Jan 2024 12:16:54 +0000 FCA launches sustainability support group for advisers <img alt="FCA launches sustainability support group for advisers" src="https://www.professionaladviser.com/api/v1/wps/a800f16/2618162d-dd88-4525-8125-3dc526b0a2aa/7/iStock-1489061272-185x114.jpg" /> <p><!--summary start--> The Financial Conduct Authority (FCA) has introduced a working group focused on improving sustainable finance across the financial advice sector. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a800f16/2618162d-dd88-4525-8125-3dc526b0a2aa/7/iStock-1489061272-185x114.jpg https://www.professionaladviser.com/news/4164396/fca-launches-sustainability-support-group-advisers https://www.professionaladviser.com/news/4164396/fca-launches-sustainability-support-group-advisers https://www.professionaladviser.com/news/4164396/fca-launches-sustainability-support-group-advisers Tue, 16 Jan 2024 13:41:41 +0000 Taking a psychometric approach to sustainable investing commitment <img alt="Taking a psychometric approach to sustainable investing commitment" src="https://www.professionaladviser.com/api/v1/wps/3c85392/6bcbc513-0be4-47f0-b440-49ff5ec491ef/8/Louis-Williams-2023-185x114.jpg" /> <p><!--summary start--> Louis Williams crunches Dynamic Planner data on attitudes to sustainable investing with interesting results... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3c85392/6bcbc513-0be4-47f0-b440-49ff5ec491ef/8/Louis-Williams-2023-185x114.jpg https://www.professionaladviser.com/opinion/4154380/taking-psychometric-approach-sustainable-investing-commitment https://www.professionaladviser.com/opinion/4154380/taking-psychometric-approach-sustainable-investing-commitment https://www.professionaladviser.com/opinion/4154380/taking-psychometric-approach-sustainable-investing-commitment Fri, 15 Dec 2023 07:33:58 +0000 Advised investors with strong risk appetite favour returns over ESG <img alt="Advised investors with strong risk appetite favour returns over ESG" src="https://www.professionaladviser.com/api/v1/wps/fcc4278/6bcbc513-0be4-47f0-b440-49ff5ec491ef/1/Louis-Williams-2023-185x114.jpg" /> <p><!--summary start--> Analysis of 17,500 advised investors’ views on the importance of sustainability has revealed that while ESG factors are important as risk appetite increases their prominence in decision making wanes, according to Dynamic Planner. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/fcc4278/6bcbc513-0be4-47f0-b440-49ff5ec491ef/1/Louis-Williams-2023-185x114.jpg https://www.professionaladviser.com/news/4153860/advised-investors-strong-risk-appetite-favour-returns-esg https://www.professionaladviser.com/news/4153860/advised-investors-strong-risk-appetite-favour-returns-esg https://www.professionaladviser.com/news/4153860/advised-investors-strong-risk-appetite-favour-returns-esg Wed, 6 Dec 2023 12:32:43 +0000 ESG still a 'minefield' for wary advisers and wealth managers <img alt="ESG still a &#39;minefield&#39; for wary advisers and wealth managers" src="https://www.professionaladviser.com/api/v1/wps/9350834/b95f3164-40f5-4038-afcb-379928cd250d/13/greenwashing-alert-generic-2021-1-185x114.jpg" /> <p><!--summary start--> Advisers and wealth managers remain extremely cautious about claims made by ESG funds for fear they will get caught up in greenwashing scandals, a survey has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9350834/b95f3164-40f5-4038-afcb-379928cd250d/13/greenwashing-alert-generic-2021-1-185x114.jpg https://www.professionaladviser.com/news/4140698/esg-minefield-wary-advisers-wealth-managers https://www.professionaladviser.com/news/4140698/esg-minefield-wary-advisers-wealth-managers https://www.professionaladviser.com/news/4140698/esg-minefield-wary-advisers-wealth-managers Tue, 31 Oct 2023 14:23:22 +0000 Client demand for circular economy investment unabated  <img alt="Client demand for circular economy investment unabated " src="https://www.professionaladviser.com/api/v1/wps/b8786b7/5d4180a4-472a-4492-a034-cb8e77b77365/7/iStock-1404834574-roi-2-185x114.jpg" /> <p><!--summary start--> Simone Borsetti looks at the popularity of investing in the circular economy which he says is important to financial markets… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b8786b7/5d4180a4-472a-4492-a034-cb8e77b77365/7/iStock-1404834574-roi-2-185x114.jpg https://www.professionaladviser.com/opinion/4133864/client-demand-circular-economy-investment-unabated https://www.professionaladviser.com/opinion/4133864/client-demand-circular-economy-investment-unabated https://www.professionaladviser.com/opinion/4133864/client-demand-circular-economy-investment-unabated Fri, 27 Oct 2023 06:57:04 +0000 Ethical investing concerns: Has ESG gone off the rails? <img alt="Ethical investing concerns: Has ESG gone off the rails? " src="https://www.professionaladviser.com/api/v1/wps/0be65cd/757cffa9-2f5a-48de-a502-91d2b0162ca5/5/SHARON-BENTLEY-HAMLYN-001a-small-185x114.jpg" /> <p><!--summary start--> Sharon Bentley-Hamlyn explains why she is becoming 'increasingly queasy' about ESG's direction of travel... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/0be65cd/757cffa9-2f5a-48de-a502-91d2b0162ca5/5/SHARON-BENTLEY-HAMLYN-001a-small-185x114.jpg https://www.professionaladviser.com/opinion/4126028/ethical-investing-concerns-esg-gone-rails https://www.professionaladviser.com/opinion/4126028/ethical-investing-concerns-esg-gone-rails https://www.professionaladviser.com/opinion/4126028/ethical-investing-concerns-esg-gone-rails Tue, 19 Sep 2023 07:01:20 +0000 ESG engagement: Why storytelling for sustainability matters <img alt="ESG engagement: Why storytelling for sustainability matters " src="https://www.professionaladviser.com/api/v1/wps/0e2d9dc/ff945328-2490-4bae-9852-415e8af8c109/10/csr-ethical-sustainability-esg-028-185x114.jpg" /> <p><!--summary start--> Storytelling can play a critical role in the sustainable investment narrative, with the ability to drive greater understanding and inspire action, writes Richard Gillham <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/0e2d9dc/ff945328-2490-4bae-9852-415e8af8c109/10/csr-ethical-sustainability-esg-028-185x114.jpg https://www.professionaladviser.com/opinion/4121757/esg-engagement-storytelling-sustainability-matters https://www.professionaladviser.com/opinion/4121757/esg-engagement-storytelling-sustainability-matters https://www.professionaladviser.com/opinion/4121757/esg-engagement-storytelling-sustainability-matters Wed, 9 Aug 2023 06:57:12 +0000 FCA pushes back against ESG labelling scheme criticism <img alt="FCA pushes back against ESG labelling scheme criticism" src="https://www.professionaladviser.com/api/v1/wps/d2765d1/07ee756a-f101-49ca-84a3-1db8f7a650fd/17/Sacha-Sadan-185x114.jpg" /> <p><!--summary start--> The Financial Conduct Authority (FCA) has pushed back against criticism of its proposed labelling regime at the 2023 Morningstar Investment Conference yesterday (4 July). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d2765d1/07ee756a-f101-49ca-84a3-1db8f7a650fd/17/Sacha-Sadan-185x114.jpg https://www.professionaladviser.com/news/4119503/fca-esg-chief-pushes-esg-labelling-scheme-criticism https://www.professionaladviser.com/news/4119503/fca-esg-chief-pushes-esg-labelling-scheme-criticism https://www.professionaladviser.com/news/4119503/fca-esg-chief-pushes-esg-labelling-scheme-criticism Wed, 5 Jul 2023 10:52:51 +0000 SIF 2023: Simon Reeve urges financial services to use 'power for good' <img alt="SIF 2023: Simon Reeve urges financial services to use &#39;power for good&#39;" src="https://www.professionaladviser.com/api/v1/wps/f4a9245/c306af75-7fb2-4939-bf87-9aa257c4c4df/8/Simon-Reeve-SIF-185x114.png" /> <p><!--summary start--> Financial professionals have incredible influence and can use that power to affect real change across the world, but they must “push further” to achieve results, delegates heard. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/f4a9245/c306af75-7fb2-4939-bf87-9aa257c4c4df/8/Simon-Reeve-SIF-185x114.png https://www.professionaladviser.com/news/4118194/sif-2023-simon-reeve-urges-financial-services-power https://www.professionaladviser.com/news/4118194/sif-2023-simon-reeve-urges-financial-services-power https://www.professionaladviser.com/news/4118194/sif-2023-simon-reeve-urges-financial-services-power Fri, 16 Jun 2023 10:53:36 +0000 SIF 2023: Advisers who fail to discuss ESG risk reputational damage   <img alt="SIF 2023: Advisers who fail to discuss ESG risk reputational damage  " src="https://www.professionaladviser.com/api/v1/wps/afbe989/52b66da7-fd58-4664-a992-ad67a672842e/5/SIF-Julia-Dreblow-185x114.jpg" /> <p><!--summary start--> Advisers who are failing to discuss ESG investing with clients are putting their business at risk, experts said during a panel discussion at the Sustainable Investment Festival 2023. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/afbe989/52b66da7-fd58-4664-a992-ad67a672842e/5/SIF-Julia-Dreblow-185x114.jpg https://www.professionaladviser.com/news/4117990/sif-2023-advisers-fail-discuss-esg-risk-reputational-damage https://www.professionaladviser.com/news/4117990/sif-2023-advisers-fail-discuss-esg-risk-reputational-damage https://www.professionaladviser.com/news/4117990/sif-2023-advisers-fail-discuss-esg-risk-reputational-damage Wed, 14 Jun 2023 14:43:31 +0000 SIF 2023: FCA reveals 'crucial' ESG ratings code 'very close' <img alt="SIF 2023: FCA reveals &#39;crucial&#39; ESG ratings code &#39;very close&#39;" src="https://www.professionaladviser.com/api/v1/wps/8c02988/8588840d-74f1-4bdb-b1e0-7e665c9bc481/31/MicrosoftTeams-image-3-185x114.png" /> <p><!--summary start--> The Financial Conduct Authority (FCA) has revealed the draft code of conduct for ESG data and ratings agencies is due for imminent release. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8c02988/8588840d-74f1-4bdb-b1e0-7e665c9bc481/31/MicrosoftTeams-image-3-185x114.png https://www.professionaladviser.com/news/4117974/sif-2023-fca-reveals-crucial-esg-ratings-code-close https://www.professionaladviser.com/news/4117974/sif-2023-fca-reveals-crucial-esg-ratings-code-close https://www.professionaladviser.com/news/4117974/sif-2023-fca-reveals-crucial-esg-ratings-code-close Wed, 14 Jun 2023 11:38:05 +0000 ESG equity funds suffer worst ever outflows in May <img alt="ESG equity funds suffer worst ever outflows in May" src="https://www.professionaladviser.com/api/v1/wps/9e26798/8deeb921-e3e7-4e97-a264-da827ce87c12/14/fund-flows-185x114.jpg" /> <p><!--summary start--> ESG equity funds suffered £304m in outflows in May, the worst month on record and only the second month in five years where the sector experienced outflows, Calastone found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9e26798/8deeb921-e3e7-4e97-a264-da827ce87c12/14/fund-flows-185x114.jpg https://www.professionaladviser.com/news/4117345/esg-equity-funds-suffer-worst-outflows https://www.professionaladviser.com/news/4117345/esg-equity-funds-suffer-worst-outflows https://www.professionaladviser.com/news/4117345/esg-equity-funds-suffer-worst-outflows Tue, 6 Jun 2023 10:36:40 +0000 Clients should 'take advantage' of the removal of LTA <img alt="Clients should &#39;take advantage&#39; of the removal of LTA" src="https://www.professionaladviser.com/api/v1/wps/87bf1a9/ab932af5-4392-4147-b4ec-23b61f15d59b/2/lta-185x114.jpg" /> <p><!--summary start--> Clients have been urged to “take advantage” of the opportunities presented to them by the removal of the lifetime allowance (LTA). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/87bf1a9/ab932af5-4392-4147-b4ec-23b61f15d59b/2/lta-185x114.jpg https://www.professionaladviser.com/news/4113243/clients-advantage-removal-lta https://www.professionaladviser.com/news/4113243/clients-advantage-removal-lta https://www.professionaladviser.com/news/4113243/clients-advantage-removal-lta Wed, 3 May 2023 14:00:40 +0000 How advisers are dealing with face-to-face meeting demand surge <img alt="How advisers are dealing with face-to-face meeting demand surge" src="https://www.professionaladviser.com/api/v1/wps/e109b5f/57853767-12f6-4931-962a-90b538456f6f/4/Sahar-Nazir-45-Edit-roi-2-185x114.jpg" /> <p><!--summary start--> Financial advice has traditionally included meeting clients face-to-face but with today’s world embracing a hybrid way of working, advisers need to ensure that the quality of meetings – whether face-to-face or virtual – remains equivalent, writes Sahar Nazir <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e109b5f/57853767-12f6-4931-962a-90b538456f6f/4/Sahar-Nazir-45-Edit-roi-2-185x114.jpg https://www.professionaladviser.com/feature/4113238/advisers-dealing-meeting-demand-surge https://www.professionaladviser.com/feature/4113238/advisers-dealing-meeting-demand-surge https://www.professionaladviser.com/feature/4113238/advisers-dealing-meeting-demand-surge Wed, 3 May 2023 13:43:02 +0000 Fewer than half of HNW individuals invest in ESG over return concerns <img alt="Fewer than half of HNW individuals invest in ESG over return concerns" src="https://www.professionaladviser.com/api/v1/wps/86e46df/ae3c66e7-f8f8-4472-9172-667e6d638461/1/green-esg-185x114.jpg" /> <p><!--summary start--> Fewer than half of high-net-worth individuals (HNWIs) are investing in environmental, social, and governance (ESG) due to scepticism and perceived lack of returns. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/86e46df/ae3c66e7-f8f8-4472-9172-667e6d638461/1/green-esg-185x114.jpg https://www.professionaladviser.com/news/4113210/fewer-half-hnw-individuals-invest-esg-return-concerns https://www.professionaladviser.com/news/4113210/fewer-half-hnw-individuals-invest-esg-return-concerns https://www.professionaladviser.com/news/4113210/fewer-half-hnw-individuals-invest-esg-return-concerns Wed, 3 May 2023 10:14:53 +0000 Treasury launches consultation on ESG ratings providers <img alt="Treasury launches consultation on ESG ratings providers" src="https://www.professionaladviser.com/api/v1/wps/8dcfd6a/2fda4043-2e9e-448c-a531-ea322a705a66/7/SI22-sustainable-research-digital-185x114.jpg" /> <p><!--summary start--> The government has launched a consultation on ESG ratings providers as part of its green finance strategy. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8dcfd6a/2fda4043-2e9e-448c-a531-ea322a705a66/7/SI22-sustainable-research-digital-185x114.jpg https://www.professionaladviser.com/news/4089297/treasury-launches-consultation-esg-ratings-providers https://www.professionaladviser.com/news/4089297/treasury-launches-consultation-esg-ratings-providers https://www.professionaladviser.com/news/4089297/treasury-launches-consultation-esg-ratings-providers Thu, 30 Mar 2023 10:29:46 +0000 CII expands ethics code with 'green finance' guidelines <img alt="CII expands ethics code with &#39;green finance&#39; guidelines" src="https://www.professionaladviser.com/api/v1/wps/b69deff/b51fd0c5-3dd3-4847-b06d-d4cf214de0be/1/esg-185x114.jpg" /> <p><!--summary start--> The Chartered Insurance Institute (CII) has expanded its Code of Ethics for members with the addition of a guide to “green finance”. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b69deff/b51fd0c5-3dd3-4847-b06d-d4cf214de0be/1/esg-185x114.jpg https://www.professionaladviser.com/news/4089201/cii-expands-ethics-code-‘green-finance-guidelines https://www.professionaladviser.com/news/4089201/cii-expands-ethics-code-‘green-finance-guidelines https://www.professionaladviser.com/news/4089201/cii-expands-ethics-code-‘green-finance-guidelines Wed, 29 Mar 2023 10:24:42 +0000 Scottish Widows launches £1.4bn of climate-focused funds <img alt="Scottish Widows launches £1.4bn of climate-focused funds" src="https://www.professionaladviser.com/api/v1/wps/262fc3f/23e7b99f-92cd-4b31-b489-f8b4838889bb/1/Maria-Nazarova-Doyle-185x114.png" /> <p><!--summary start--> Scottish Widows has launched four new funds aiming to direct a total of £1.4bn of pension investment into sustainable investments. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/262fc3f/23e7b99f-92cd-4b31-b489-f8b4838889bb/1/Maria-Nazarova-Doyle-185x114.png https://www.professionaladviser.com/news/4089162/scottish-widows-launches-gbp-4bn-climate-focused-funds https://www.professionaladviser.com/news/4089162/scottish-widows-launches-gbp-4bn-climate-focused-funds https://www.professionaladviser.com/news/4089162/scottish-widows-launches-gbp-4bn-climate-focused-funds Wed, 29 Mar 2023 07:24:14 +0000 FCA scolds 'poor' ESG benchmark providers for 'widespread failing' risk <img alt="FCA scolds &#39;poor&#39; ESG benchmark providers for &#39;widespread failing&#39; risk" src="https://www.professionaladviser.com/api/v1/wps/609f189/510bf6e5-5af2-45d8-bc7e-44fb7dcc217b/27/iStock-1073477610-185x114.jpg" /> <p><!--summary start--> The Financial Conduct Authority (FCA) has warned major ESG benchmark administrators of regulatory action due to the "potential for widespread failings"  identified as part of a preliminary regulatory review.  <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/609f189/510bf6e5-5af2-45d8-bc7e-44fb7dcc217b/27/iStock-1073477610-185x114.jpg https://www.professionaladviser.com/news/4086918/fca-scolds-poor-esg-benchmark-providers-widespread-failing-risk https://www.professionaladviser.com/news/4086918/fca-scolds-poor-esg-benchmark-providers-widespread-failing-risk https://www.professionaladviser.com/news/4086918/fca-scolds-poor-esg-benchmark-providers-widespread-failing-risk Tue, 21 Mar 2023 05:13:26 +0000 What would success look like for the FCA's new SDR regime? <img alt="What would success look like for the FCA&#39;s new SDR regime?" src="https://www.professionaladviser.com/api/v1/wps/21c8996/c74ac5c1-f768-4d85-881d-7ef83cba1242/10/Nazarova-Doyle-Maria-2-JLT-Employee-Benefits-185x114.jpg" /> <p><!--summary start--> Maria Nazarova-Doyle looks at what 'success' would look like for the regulators's SDR regime... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/21c8996/c74ac5c1-f768-4d85-881d-7ef83cba1242/10/Nazarova-Doyle-Maria-2-JLT-Employee-Benefits-185x114.jpg https://www.professionaladviser.com/opinion/4077313/success-look-fcas-sdr-regime https://www.professionaladviser.com/opinion/4077313/success-look-fcas-sdr-regime https://www.professionaladviser.com/opinion/4077313/success-look-fcas-sdr-regime Tue, 14 Mar 2023 11:31:22 +0000 Sustainable investing part of client chats for 90% of IFAs <img alt="Sustainable investing part of client chats for 90% of IFAs" src="https://www.professionaladviser.com/api/v1/wps/fee3db9/975a134f-f51e-46e8-9d81-1b2d345a6da8/5/iStock-1344939844-185x114.jpg" /> <p><!--summary start--> Sustainable investing forms part of client conversations for more than 90% of advisers, research has found, but just 33% have the right ESG tools in place to support rising levels of engagement. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/fee3db9/975a134f-f51e-46e8-9d81-1b2d345a6da8/5/iStock-1344939844-185x114.jpg https://www.professionaladviser.com/news/4077439/sustainable-investing-client-chats-90-ifas https://www.professionaladviser.com/news/4077439/sustainable-investing-client-chats-90-ifas https://www.professionaladviser.com/news/4077439/sustainable-investing-client-chats-90-ifas Mon, 13 Mar 2023 15:03:16 +0000 Vanguard slammed for 'violating' climate change fiduciary duties <img alt="Vanguard slammed for &#39;violating&#39; climate change fiduciary duties" src="https://www.professionaladviser.com/api/v1/wps/f403627/d6395819-f1fb-461d-91a6-8ab15746654e/14/iw-climate-change-004-185x114.jpg" /> <p><!--summary start--> More than 1,400 Vanguard investors have signed a letter to the firm’s general counsel, accusing it of violating its fiduciary duty to mitigate the financial risks of climate change. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/f403627/d6395819-f1fb-461d-91a6-8ab15746654e/14/iw-climate-change-004-185x114.jpg https://www.professionaladviser.com/news/4077059/vanguard-slammed-violating-climate-change-fiduciary-duties https://www.professionaladviser.com/news/4077059/vanguard-slammed-violating-climate-change-fiduciary-duties https://www.professionaladviser.com/news/4077059/vanguard-slammed-violating-climate-change-fiduciary-duties Mon, 6 Mar 2023 15:57:00 +0000 BSI launches global sustainable finance sector standards <img alt="BSI launches global sustainable finance sector standards" src="https://www.professionaladviser.com/api/v1/wps/3cdadba/e0333928-c07b-4a7a-afaf-1655ea9632dc/13/iStock-1169537943-roi-1-185x114.jpg" /> <p><!--summary start--> The British Standards Institute (BSI) will today (28 February) launch an ISO standard to coordinate the sustainability efforts of "disparate" finance organisations. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3cdadba/e0333928-c07b-4a7a-afaf-1655ea9632dc/13/iStock-1169537943-roi-1-185x114.jpg https://www.professionaladviser.com/news/4076711/bsi-launches-global-sustainable-finance-sector-standards https://www.professionaladviser.com/news/4076711/bsi-launches-global-sustainable-finance-sector-standards https://www.professionaladviser.com/news/4076711/bsi-launches-global-sustainable-finance-sector-standards Tue, 28 Feb 2023 09:51:52 +0000 Educating the FCA: How industry bodies have responded to the SDR <img alt="Educating the FCA: How industry bodies have responded to the SDR" src="https://www.professionaladviser.com/api/v1/wps/3352248/510bf6e5-5af2-45d8-bc7e-44fb7dcc217b/20/iStock-1073477610-185x114.jpg" /> <p><!--summary start--> It's been almost a fortnight since the deadline passed for feedback submissions on the regulator's proposed Sustainable Disclosure Requirements (SDR). Here, Sian Barnett Wike looks at the key issues... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3352248/510bf6e5-5af2-45d8-bc7e-44fb7dcc217b/20/iStock-1073477610-185x114.jpg https://www.professionaladviser.com/feature/4073942/educating-fca-industry-bodies-responded-sdr https://www.professionaladviser.com/feature/4073942/educating-fca-industry-bodies-responded-sdr https://www.professionaladviser.com/feature/4073942/educating-fca-industry-bodies-responded-sdr Tue, 7 Feb 2023 10:55:05 +0000 Sustainable Investment Festival 2023: Host and venue unveiled! <img alt="Sustainable Investment Festival 2023: Host and venue unveiled!" src="https://www.professionaladviser.com/api/v1/wps/57c3dbb/ba630d3f-1d7f-452c-ba5e-69f69acfd891/11/SIF-23-Logo-TM-01-roi-1-185x114.jpg" /> <p><!--summary start--> Professional Adviser's parent Incisive Media is pleased to announce the host and venue for its Sustainable Investment Festival 2023 (SIF) on 14-15 June in London. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/57c3dbb/ba630d3f-1d7f-452c-ba5e-69f69acfd891/11/SIF-23-Logo-TM-01-roi-1-185x114.jpg https://www.professionaladviser.com/news/4073406/sustainable-investment-festival-2023-host-venue-unveiled https://www.professionaladviser.com/news/4073406/sustainable-investment-festival-2023-host-venue-unveiled https://www.professionaladviser.com/news/4073406/sustainable-investment-festival-2023-host-venue-unveiled Mon, 6 Feb 2023 10:38:22 +0000 Adviser market sidelined in FCA's sustainability proposals <img alt="Adviser market sidelined in FCA&#39;s sustainability proposals" src="https://www.professionaladviser.com/api/v1/wps/50fe6bd/0d6dc241-12c5-472e-8584-f9429fc9dafa/10/iStock-1139446817-185x114.jpg" /> <p><!--summary start--> The Financial Conduct Authority (FCA) has overlooked the adviser market in its Sustainability Disclosure Requirements (SDR) consultation, claims Square Mile's chief distribution officer Steve Kenny. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/50fe6bd/0d6dc241-12c5-472e-8584-f9429fc9dafa/10/iStock-1139446817-185x114.jpg https://www.professionaladviser.com/news/4073462/adviser-market-sidelined-fcas-sustainability-proposals https://www.professionaladviser.com/news/4073462/adviser-market-sidelined-fcas-sustainability-proposals https://www.professionaladviser.com/news/4073462/adviser-market-sidelined-fcas-sustainability-proposals Thu, 2 Feb 2023 11:23:47 +0000 Industry raises concerns as regulator's SDR consultation closes <img alt="Industry raises concerns as regulator&#39;s SDR consultation closes" src="https://www.professionaladviser.com/api/v1/wps/76647a7/6af46822-6e51-4b1d-8ede-f44204aab178/3/esg-sustainability-markets-185x114.jpeg" /> <p><!--summary start--> As the deadline for the Financial Conduct Authority's (FCA) consultation on Sustainability Disclosure Requirements (SDR) closes today (25 January), industry commentators have revealed the changes they would like to see made to the proposals. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/76647a7/6af46822-6e51-4b1d-8ede-f44204aab178/3/esg-sustainability-markets-185x114.jpeg https://www.professionaladviser.com/news/4066111/industry-raises-concerns-regulators-sdr-consultation-closes https://www.professionaladviser.com/news/4066111/industry-raises-concerns-regulators-sdr-consultation-closes https://www.professionaladviser.com/news/4066111/industry-raises-concerns-regulators-sdr-consultation-closes Wed, 25 Jan 2023 15:24:36 +0000 Bringing clarity: The importance of ESG investment labels <img alt="Bringing clarity: The importance of ESG investment labels " src="https://www.professionaladviser.com/api/v1/wps/0764f0e/dee603f3-c4bc-4b2e-9a84-9ced0b0ba110/8/Jim-Henning-roi-1-185x114.jpg" /> <p><!--summary start--> Sustainable investment labelling should provide a level of clarity that both the industry and end investors have long needed, writes Jim Henning... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/0764f0e/dee603f3-c4bc-4b2e-9a84-9ced0b0ba110/8/Jim-Henning-roi-1-185x114.jpg https://www.professionaladviser.com/opinion/4062892/bringing-clarity-importance-esg-investment-labels https://www.professionaladviser.com/opinion/4062892/bringing-clarity-importance-esg-investment-labels https://www.professionaladviser.com/opinion/4062892/bringing-clarity-importance-esg-investment-labels Wed, 25 Jan 2023 12:31:56 +0000 Meet the ESG Investment Influencers: James Penny of TAM Asset Management <img alt="Meet the ESG Investment Influencers: James Penny of TAM Asset Management" src="https://www.professionaladviser.com/api/v1/wps/b3d962e/93ea8ffe-8eef-41e7-953d-cdf68c907651/8/ESG-influencers-James-Penny-185x114.jpg" /> <p><!--summary start--> In the latest in the ESG Investment Influencers series, Eve Maddock-Jones speaks to James Penny, chief investment officer of TAM Asset Management. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b3d962e/93ea8ffe-8eef-41e7-953d-cdf68c907651/8/ESG-influencers-James-Penny-185x114.jpg https://www.professionaladviser.com/feature/4061134/meet-esg-investment-influencers-james-penny-tam-asset-management https://www.professionaladviser.com/feature/4061134/meet-esg-investment-influencers-james-penny-tam-asset-management https://www.professionaladviser.com/feature/4061134/meet-esg-investment-influencers-james-penny-tam-asset-management Mon, 19 Dec 2022 15:50:17 +0000 Sustainable Investment Festival 2023: Register now for key PA event! <img alt="Sustainable Investment Festival 2023: Register now for key PA event!" src="https://www.professionaladviser.com/api/v1/wps/925fb54/984d6287-a953-478a-8a64-81d2baa56733/3/SIF23-roi-1-185x114.jpg" /> <p><!--summary start--> Professional Adviser's parent Incisive Media is delighted to open registrations for its Sustainable Investment Festival (SIF) 2023, which takes place in London on 14-15 June.  <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/925fb54/984d6287-a953-478a-8a64-81d2baa56733/3/SIF23-roi-1-185x114.jpg https://www.professionaladviser.com/news/4060281/sustainable-investment-festival-2023-register-key-pa-event https://www.professionaladviser.com/news/4060281/sustainable-investment-festival-2023-register-key-pa-event https://www.professionaladviser.com/news/4060281/sustainable-investment-festival-2023-register-key-pa-event Tue, 13 Dec 2022 12:43:20 +0000 Meet the ESG Investment Influencers: Louis Tambe of City Asset Management <img alt="Meet the ESG Investment Influencers: Louis Tambe of City Asset Management" src="https://www.professionaladviser.com/api/v1/wps/620c2e4/8a35ff37-fda4-49c7-8e41-47418453d41f/2/ESG-Investment-Influencers-Louis-Tambe-185x114.jpg" /> <p><!--summary start--> In the latest in the ESG Investment Influencers series, Valeria Martinez speaks to Louis Tambe, senior investment analyst at City Asset Management. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/620c2e4/8a35ff37-fda4-49c7-8e41-47418453d41f/2/ESG-Investment-Influencers-Louis-Tambe-185x114.jpg https://www.professionaladviser.com/opinion/4060252/meet-esg-investment-influencers-louis-tambe-city-asset-management https://www.professionaladviser.com/opinion/4060252/meet-esg-investment-influencers-louis-tambe-city-asset-management https://www.professionaladviser.com/opinion/4060252/meet-esg-investment-influencers-louis-tambe-city-asset-management Thu, 1 Dec 2022 11:02:38 +0000 Meet the ESG Investment Influencers: Neill Blanks of MainStreet Partners <img alt="Meet the ESG Investment Influencers: Neill Blanks of MainStreet Partners" src="https://www.professionaladviser.com/api/v1/wps/03c0a29/1994baed-c70f-44cf-a74c-94d0210faea8/2/ESG-Influencers-Niall-Blanks-185x114.jpg" /> <p><!--summary start--> In the latest in the ESG Investment Influencers series, Professional Adviser's sister title Sustainable Investment editor Beth Brearley speaks to Neill Blanks, research director at MainStreet Partners. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/03c0a29/1994baed-c70f-44cf-a74c-94d0210faea8/2/ESG-Influencers-Niall-Blanks-185x114.jpg https://www.professionaladviser.com/news/4059805/meet-esg-investment-influencers-neill-blanks-mainstreet-partners https://www.professionaladviser.com/news/4059805/meet-esg-investment-influencers-neill-blanks-mainstreet-partners https://www.professionaladviser.com/news/4059805/meet-esg-investment-influencers-neill-blanks-mainstreet-partners Wed, 23 Nov 2022 12:38:36 +0000 FCA group to develop code of conduct for ESG data, ratings providers <img alt="FCA group to develop code of conduct for ESG data, ratings providers" src="https://www.professionaladviser.com/api/v1/wps/5b8a683/37d32ccd-eb0c-44cc-a771-cdb8748132d0/1/ESG-185x114.jpg" /> <p><!--summary start--> The FCA has formed a group to develop a voluntary code of conduct for ESG data and ratings providers, as mooted in the feedback to its discussion chapter on ESG integration in UK capital markets. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5b8a683/37d32ccd-eb0c-44cc-a771-cdb8748132d0/1/ESG-185x114.jpg https://www.professionaladviser.com/news/4060637/fca-group-develop-code-conduct-esg-ratings-providers https://www.professionaladviser.com/news/4060637/fca-group-develop-code-conduct-esg-ratings-providers https://www.professionaladviser.com/news/4060637/fca-group-develop-code-conduct-esg-ratings-providers Tue, 22 Nov 2022 15:51:12 +0000 ESMA to introduce rules on ESG fund names to tackle greenwashing <img alt="ESMA to introduce rules on ESG fund names to tackle greenwashing" src="https://www.professionaladviser.com/api/v1/wps/65764db/efc13337-1129-44ec-8e0f-e696a0c3f794/1/iStock-1323188369-185x114.jpg" /> <p><!--summary start--> The European Securities and Markets Authority (ESMA) has launched a consultation on the use of ESG and sustainability-related terms in fund names, in a bid to tackle greenwashing and protect investors. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/65764db/efc13337-1129-44ec-8e0f-e696a0c3f794/1/iStock-1323188369-185x114.jpg https://www.professionaladviser.com/news/4060505/esma-introduce-rules-esg-fund-names-tackle-greenwashing https://www.professionaladviser.com/news/4060505/esma-introduce-rules-esg-fund-names-tackle-greenwashing https://www.professionaladviser.com/news/4060505/esma-introduce-rules-esg-fund-names-tackle-greenwashing Mon, 21 Nov 2022 11:52:27 +0000 Fidelity International expands climate range with sustainable ETF <img alt="Fidelity International expands climate range with sustainable ETF" src="https://www.professionaladviser.com/api/v1/wps/a67a199/17c3f289-3a47-4bb8-ae62-25c60aadef73/0/iStock-1312284948-185x114.jpg" /> <p><!--summary start--> Fidelity International has added a new strategy to its climate-focused solutions range, the Fidelity Sustainable Global High Yield Bond Paris-Aligned Multifactor undertakings for the collective investment in transferable securities (UCITS) exchange-traded fund (ETF). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a67a199/17c3f289-3a47-4bb8-ae62-25c60aadef73/0/iStock-1312284948-185x114.jpg https://www.professionaladviser.com/news/4060110/fidelity-international-expands-climate-range-sustainable-etf https://www.professionaladviser.com/news/4060110/fidelity-international-expands-climate-range-sustainable-etf https://www.professionaladviser.com/news/4060110/fidelity-international-expands-climate-range-sustainable-etf Mon, 14 Nov 2022 12:31:58 +0000 ESG Investment Influencers: Jane Bransgrove of Charles Stanley <img alt="ESG Investment Influencers: Jane Bransgrove of Charles Stanley" src="https://www.professionaladviser.com/api/v1/wps/782ba2e/1206d272-06ac-4707-949c-cf70d273a56b/15/ESG-Influencers-Jane-Bransgrove-185x114.jpg" /> <p><!--summary start--> In the latest in the ESG Investment Influencers series, Elliot Gulliver-Needham speaks to Jane Bransgrove, director of asset management at Charles Stanley. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/782ba2e/1206d272-06ac-4707-949c-cf70d273a56b/15/ESG-Influencers-Jane-Bransgrove-185x114.jpg https://www.professionaladviser.com/news/4059385/esg-investment-influencers-jane-bransgrove-charles-stanley https://www.professionaladviser.com/news/4059385/esg-investment-influencers-jane-bransgrove-charles-stanley https://www.professionaladviser.com/news/4059385/esg-investment-influencers-jane-bransgrove-charles-stanley Wed, 2 Nov 2022 08:15:32 +0000