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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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Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer. |
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| Disclaimer |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |