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Responsible Investment 101: What investors need to know about stewardship

Face-to-face with Rathbones' Matt Crossman

Katrina Lloyd

14 December 2020 • 1 min read

Matt Crossman, stewardship director at Rathbones, speaks to Professional Adviser's editor-in-chief Katrina Lloyd about key stewardship responsibilities, guarding against greenwashing and measuring impact, as well as the legacy of Covid-19. He also highlights three areas where he wants greater action in 2021 and beyond.

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Katrina Lloyd

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Katrina Lloyd

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"While investors are talking a good game, our Barometer suggests that many of those with investable wealth - i.e. those in a good position to do something about it - don't yet consider it important enough to influence their investment choices. With the UN Climate Change Conference kicking off in Glasgow shortly, this is a concerning insight." - Sara Wilson

Investors' climate change good intentions not reflected in portfolios - Embark

ESG investors ‘talking a good game’

Jenna Brown

21 October 2021 • 2 min read

Rishi Sunak urged to develop clear net zero transition plans.

IA calls on Chancellor for 'competitive' Budget to aid green transition

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A fifth of financial advisers pplan full ESG integration, report finds, report finds

NextWealth: ESG badged funds lead over full ESG integration

Only a fifth of advisers plan full ESG integration

Elliot Gulliver-Needham

21 October 2021 • 1 min read

In-depth

Advising business owners: Who 'owns' the SME client relationship?

Advising business owners: Who 'owns' the SME client relationship?

Relationships built on trust

Jenna Brown

21 October 2021 • 7 min read

Is cashflow modelling a necessity for adviser firms?

Is cashflow modelling a necessity for adviser firms?

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

Georgie Lee

05 October 2021 • 5 min read

How much? The crux of adviser firm charging models

How much? The crux of adviser firm charging models

'Wide variety of fee combinations'

Melanie Boulton

13 October 2021 • 8 min read