Advisers have to take account of more than just financial performance when dealing with clients want...
Advisers have to take account of more than just financial performance when dealing with clients wanting to invest in ethical funds, according to Ted Scott of Isis Asset Management. 'Investment is important but not vital to investors in ethical funds and there are other issues that can be relatively overlooked by the market and investment community, ' he said. Isis' Stewardship fund is a so-called dark green fund and based on an annual survey of its unit holders, it found that only 5% invested in the fund for financial reasons. Scott said: 'That is not surprising because we have one han...
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