London IFA firm Partners Wealth Management (PWM) has created a unique tool to match clients to sustainable portfolios, in response to surging demand for greener investing, Professional Adviser can reveal.
PWM today launched its sustainable investment strategy, whereby advisers will gauge clients' attitudes on negative screening, environmental, social and governance (ESG), socially and responsible investing (SRI) and impact investing. By ascertaining how important a client considers each area to be, the firm creates a ‘matrix' that can be used to match individuals with different investment managers. PWM managing partner James Roberts said the strategy - which was 18 months in the making - aimed to build a clearer picture on varied approaches to sustainable investment for advisers, clien...
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