If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
Responsible investment is standing firm against COVID-19 volatility
Brooks Macdonald appoints Ben Palmer as Head of Responsible Investment and further strengthens its offering with new Suitability Discussion Guide to help advisers incorporate responsible investing preferences. The company is also today launching its Respo
Brooks Macdonald, a leading wealth manager with £13.7 billion in funds under management, has promoted Ben Palmer to head up its Responsible Investment Service (RIS) in recognition of the growing importance of environmental, social and governance (ESG) factors to investors.
This announcement coincides with the company’s new Suitability Discussion Guide for advisers in response to the increased demand for ESG investing and making its RIS offering available to International advisers, trustees and clients for the first time.
The Suitability Discussion Guide is designed to enable advisers to easily identify strategies that match their clients’ responsible investment preferences, providing them with an opportunity to seek the healthy returns that ESG and other responsible focused funds have been generating.
In his new role, Ben will lead and develop Brooks Macdonald’s commitment to responsible investment, with a focus on the firm’s sustainable and long-term contribution to the sector, including the influence of wider business and societal trends in ESG. He will work with advisers to better understand the demand from their clients and the sector on ESG and responsible investing, integrating these into Brooks Macdonald’s RIS strategy and decision-making processes. Ben, who joined Brooks Macdonald’s graduate programme in 2011, will retain his current responsibilities for the Responsible Investment research team.
The impressive performance of ESG and sustainability focussed funds in recent years has continued during the COVID-19 pandemic, despite broader market volatility. Brooks Macdonald’s RIS managed portfolios significantly outperformed relevant Personal Investment Management & Financial Advice Association (PIMFA)[1] and The Investment Association (IA)[2] benchmarks during 2020, and since launch[3].
This is also reflected throughout the industry where new fund launches and investment flows into sustainable funds have increased significantly over the course of the year.
Important information
[1] PIMFA is the trade association for firms that provide investment management and financial advice to
[2] The Investment Association is a trade body that represents Investment Managers & Asset Management Firms in the UK
[3] Launched in January 2019
Request an initial consultation
Request an initial consultation
If you have any questions or would like to get in touch, submit a call back request and our team will reach out.
Get in touch
Get in touch
or call us on: 020 7499 6424
or email us at: [email protected]