Wealth Adviser 06/12/19 Newsletter

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NEWSLETTER | 06 Dec 2019

ESG continues to be popular but standards need to be set

Two pieces in this week’s Wealth Adviser visit the all important ESG trend, with Investec’s survey finding that the theme is all dominating for investors, while Duff & Phelps’ Ryan McNelley calls for a level playing field that is practical and where investment funds can implement and achieve the desired aim. “If the regulation is impractical or costly, it defeats the purpose,” he says.

We also have Kevin Monserrat, founder, Consilience Ventures talking about venture capital. Retirement savings for the average 22-year old could be increased by as much as 7 to 12 per cent if schemes made a small allocation to venture capital and growth equity funds, according to a recent survey, but for that to happen, Monserrat comments that it is time for a radical overhaul of the traditional venture capital model. He states that 95 per cent of venture capital-backed start-ups are deemed unprofitable, and the failure rate is 75 per cent.

Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue
Amundi
Consilience Ventures
Duff & Phelps
Exchange Traded Concepts
First Trust
Invesco
State Street
UBS
WisdomTree

Industry perspective: ESG regulation of alternatives not enough

Wed | 4 Dec 2019, 12:37

When it comes to ESG, alternative investment managers are making sure that they are not just ticking a regulatory box but living up to the ideals that they have set, says Ryan McNelley (pictured), managing director, portfolio valuation, Duff & Phelps.

Tue | 3 Dec 2019, 10:26

Retirement savings for the average 22-year old could be increased by as much as 7 to 12 per cent if schemes made a small allocation to venture capital and growth equity funds, suggests a report published by the British Business Bank and Oliver Wyman.

Investec takes investors' green pulse

Mon | 2 Dec 2019, 14:31

Investec Asset Management has launched its inaugural Planetary Pulse survey, just in times for the COP25 meeting of global leaders in Madrid. The survey has found that the majority of British adults want to see their green intentions translated into environmentally focused investment action.

Tue | 3 Dec 2019, 13:39

Demand for Islamic finance solutions is set to increase in the GCC and Middle East in the next five years, according to a new report ‘The Evolution of Wealth Management in the World of Islamic Finance 2019’, commissioned by Jersey Finance and Hubbis.

Tue | 3 Dec 2019, 13:27

Wealth managers and financial advisers are becoming increasingly bullish about the appetite for investing in the fine wine market, which is now worth over USD6 billion a year, according to new research from Cult Wines, a specialist in fine wine management services.

Offshore fund investors to check tax reporting, before HMRC does

Mon | 2 Dec 2019, 10:20

Just under two months out from the 2018/19 tax return submission deadline, KPMG is warning offshore fund investors to check their tax reporting, before HMRC does.

Mon | 2 Dec 2019, 09:48

As a crisis-era measure, Quantitative Easing (QE) has worked, but its unintended side effects have undermined the financial viability of pension investors, according to a new report published by CREATE-Research and the largest European asset manager, Amundi.

Global ETF launches 28.11-05.12.19

Thu | 5 Dec 2019, 12:45

This week’s new ETF launches saw WisdomTree join the cryptocurrency party with the debut of a physically-backed bitcoin fund, its first cryptocurrency product, on SIX. The week’s other ‘exotic’ debutant meanwhile was a uranium mining ETF from ETC. There were also new offering from UBS, WisdomTree, State Street, Invesco and Amundi…