Most people are familiar with the TV show Top Gear – aside from the silly pranks, this show reviews the inner-most workings, latest functionality, and performance of the modern cars hitting the market. But what does this have to do with Due Diligence?

Clients sometimes put off the most important things. Tracy has prepared an article that you might want to send out to your clients before their next review to help them focus on protection if it is something they have kicked down the road a few times in the past.

Before we get on to the matchmaking part, let me clarify what I mean by “sustainable investing”, which may or may not be the same thing that you call ESG. In my view and in the context of this article, sustainable investing is an umbrella term that covers all of the styles of investment – ethical, responsible, sustainable, impact, thematic, ESG – that in different ways consider environmental, social or moral challenges and/or good business practices when selecting the companies that they do (or don’t) invest in. Many people in finance use the term ESG in the same way. It’s important that we avoid confusion. As a sustainable investment specialist

On the first morning of 2022, I wrapped up warm and took a walk around my local park. After a while, I took a well-earned rest on a bench near a couple of women having a good old chinwag. I couldn’t help but overhear what they were talking about: “So, what New Year’s resolutions have you made then?”