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| Where I Am? | Viewer ==> Thinking about how to sustainably advise on sustainable investing?! | |||||||||||||
Portfoliometrix |
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| Portfoliometrix | Q1 of 2024 | 3 years ago |
ESG, Sustainable Investing and Positive Impact investing have become buzz words of late. At PortfolioMetrix we have been engaged in this space for close to 7 years now – which is quite a long time in what is still a nascent area of investing for most retail investors and advisers. With that in mind we have a penned a few thoughts below to help advisers clarify their thought process in how to approach advising clients in this space.
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Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.DYNIn 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund. |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |