The evolution of ethical investing in advice
The evolution of ethical investing in advice
Ethical investing is becoming a more mainstream part of advisers’ businesses that an increasing number of practitioners are interested to know more about.
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In today’s episode of The ifa Show, host Sarah Kendell is joined by Marshall Brentnall, director of Evalesco Financial Services. Marshall is a member of the investment committee within his boutique licensee, Australian Advice Network, which went on a journey to create its own sustainable investing model portfolio last year following a long due diligence process.
Marshall reflects on where the demand is coming from for ethical investing options among advice clients and what kind of products they are seeking. He also touches on where he believes the ESG sector needs to go in the next few years in order to create best of breed products that deliver the optimum outcomes for clients.