The US SIF Foundation, a Washington-based nonprofit group supporting sustainable investing, has released a free six-step guide to help advisers start or strengthen a sustainable investment practice.
The guide, “Incorporating Sustainable Investing into Your Practice: A Roadmap for Financial Advisors,” covers the basics of sustainable investing, including the incorporation of environment, social and governance issues, and investor engagement strategies.
The guide also explains the business case for sustainable investing with a review of current research on financial performance and risk reduction, fiduciary duty considerations, and data on the growing demand for sustainable investment products and services.
The six steps it sets out for advisers are: adding relevant products; discussing sustainable investment with clients; updating clients’ investment policy statements; identifying asset allocation and investment options; measuring and managing impact; and communicating expertise.
Operational drag between an advisor signing and accounts going live is emerging as a competitive liability for wealth management firms.
Bain says companies face a "winner's paradox" as AI transformation collides with complex integrations.
Deal lifts global assets to roughly $523 billion under management.
Choice anxiety, prestige bias, and the temptation to make selections based on outsourced confidence are just some of the parallels between investing and the world of wine tasting.
Regulators found Bank of America's monitoring software had a known flaw Merrill left uncorrected for years.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
