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Is the ESG Craze Really Fading?

The Big Picture

As it turns out, investors are motivated not just by financial returns, but also by the “expressive and emotional benefits” their capital can have. My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. 4 Consider ESG in the context of U.S. Oct 31, 2023) 4.

Taxes 190
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How Advisors Deal With High Net Worth Clients

BlueMind

Category: Client Relations. The demands of high-net-worth clients are no small feat and can be challenging and daunting to deal with, to say the least. However, acquiring and retaining an HNW client is every financial advisor’s dream. Related: Effective Strategies To Deal With Difficult Clients.

Clients 98
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Ideal quarterly investment letters: Meaningful, specific, and short

Investment Writing

Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. Clients appreciate honesty, and the best way to demonstrate honesty is to be clear in what you are saying. Always consider the client’s perspective. I believe these conclusions still apply.

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Financial Market Round-Up – Apr’23

Truemind Capital

This approach has delivered outperforming results for our clients over the last 1.5 years (Oct 2021-Mar 2023) when the benchmark indices produced negligible returns. We have also been inclined to take 5-10% portfolio exposure in Asian stocks (China, Singapore, Taiwan, etc.) For the last 1.5

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Tata Technologies Vs KPIT Technologies – Financials, Future Plans & More

Trade Brains

The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast. These anchor clients contribute to 40% of the Company’s revenue. Particulars / Fiscal Year 2021 2022 2023 2 Year CAGR KPIT Technologies - Revenue ₹2,051.50 ₹2,477.19 ₹3,405.23 3530 Cr in FY22.

Planning 119
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Financial Market Round-Up – Jul’23

Truemind Capital

Gold continues to be represented in all our client portfolios with an allocation of 10-20% depending upon risk profile and equity exposure. Real estate prices in India have seen a jump in a few regions after a lull period from 2014 to 2021 on the back of rising income levels and the increasing appetite of investors to park surpluses.

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Investors face inflation, recession fears with confidence

Nationwide Financial

Both individual investors and financial professionals are now less optimistic about the next 12 months than they were a year ago, according to the results of our eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute ®. Among financial professionals, the swing away from optimism was even more dramatic.