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Latest insights from Embark Group

The rise of ESG amid the pandemic

By David Sheasby, Head of Governance and Sustainability, Martin Currie

COVID-19, Embark Adviser newsletter

The COVID-19 crisis has clearly been the dominant topic on all investors’ lips this year, with questions frequently being asked by clients if the impact of the pandemic has changed its approach to stewardship and ESG.

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To CIP or not to CIP, that is the question

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

What’s the best way to provide clients with suitable investment portfolios? Some advisers are adamant that they should manage the investment process themselves, while others choose to outsource.

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Investment update: September 2020

By Asim Javed, Alpha Beta Partners

Embark Adviser newsletter

For the first time in history, the annual Jackson Hole economic meeting was a virtual affair. Jerome Powell, Federal Reserve Chairman took this opportunity to set out a new policy framework. We discuss the implications of this change and our views in this update.

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ESG: investment research considerations

By Gill Hutchison, Research Director, The Adviser Centre

Embark Adviser newsletter

ESG is now a key part of the investment process for the vast majority of fund management firms.  For some, this has been a natural progression while for others, a great deal of work has been undertaken to embed these factors anew.

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Five myths about ESG investing

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

Tackling the five myths of ESG investing: is it a fad or is it really here to stay? HINT: 68% of advisers would pay more attention to the ESG risks associated with investments and 88% agreed that the crisis reinforced the importance of stewardship.

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Check your agreements… ‘Agent as Client’ could put you at unnecessary risk

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.

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