Personalizing Climate-Focused Wealth Management Portfolios

The growing focus by investors on climate change is leading wealth managers to personalize portfolios in ways that off-the-shelf model portfolios may not address. A climate-first approach to portfolio construction combines equity and bond assets that broadly integrate climate and ESG considerations with holdings that reflect the specific climate and sustainability preferences of investors.

Advisers can use a climate-first approach to develop strategies that match the personal preferences of investors while maintaining their financial objectives and appetite for risk. Wealth managers are increasingly aligning portfolios with their clients’ objectives of cutting global carbon emissions and enabling sustainable technologies.

You can now read the full whitepaper at the link below