How to integrate ethical investment into your offering

Jeremy Arthur, Director, OakTree Wealth Management

We find that clients want to be either all in or all out, and it’s the demand that has driven our process. My experience is that those people who want a specific ethical investment strategy have their entire portfolio as ethically invested funds.

Ethical investment is a growth area. The only problem is there are limitations around fund choice. But the area is increasingly important and we could see more options if some of the larger active institutional investors choose to drive it.’


Fist published in New Model Adviser By  

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