Fax Quotidien
Daily Fax
mercredi 20 septembre 2023
Retour
One in four wealth managers spend less than 40 minutes establishing clients’ sustainability preferences (Oxford Risk study)
|
|
Only one in four (25%) are very confident in identifying the portion of a client’s investments that should be allocated to ESG investing, according to new European study
A new study from behavioural finance experts, Oxford Risk reveals that one in four (24%) European wealth managers are only spending 40 minutes or less to establish the sustainability (ESG) preferences of new investment clients, despite agreeing that this is one of the most important tasks.
Its study with wealth managers across France, Germany, Netherlands, Spain, Italy, Switzerland, and the Nordics found over half (58%) say they take between 41 and 60 minutes to establish the sustainability (ESG) preferences of individual clients. Around 13% say they take between 61 and 90...
|
Cette page n'est accessible qu'aux abonnés payants.
Veuillez vous identifier si vous êtes abonnés à la consultation de nos archives.
Nous vous invitons à souscrire un abonnement, ou à prendre contact avec nous.
This page is only accessible to paying subscribers.
Please identify yourself if you have subscribed to the consultation of our archives.
We invite you to take out a subscription, or to contact us.
Ces entreprises nous font bénéficier de leur expertise en collaborant avec Agefi Luxembourg.
These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg. |
|
|
|
|
|
|
|
|
.png)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|