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Clients and managers are confused

As investors focus more on sustainable investing, some companies are tempted to oversell their ESG credentials. To get a truer picture, Fidelity’s investment experts discuss why corporates and investors must adopt a consistent global standard of ESG definitions...

Opportunities exist for more structured gifting plans if households and families understand the long-term impact gifting can have.

BMO’s Claudia Wearmouth and Vicki Bakhshi on how they focus their approach

The pandemic brought home the unexpected nature of investment returns and the impact those can have on retirement planning

Younger generations are facing financial pressures and difficulties. But the prospects of Generation X and Millennials must be prioritised for advisers looking to grow their business.

Meeting with clients allows advisers to demonstrate their own value, as well as better understand their client’s financial goals. But what role should intergenerational wealth play in these annual conversations?

The industry has successfully guided baby boomers to retirement. But their children think and act very differently. Without an intergenerational strategy there could be a rapid decline in clients and AUM.

Climate change affects the long-term asset class return assumptions that underpin portfolio construction and multi-asset investors need to consider its implications carefully.

Learn how BMO GAM use a range of metrics to gain a rounded picture of a company's impact.