Bespoke solutions for your clients
Responsible investment has a growing appeal to wealth management clients, and so to their fund managers. Research suggests that a growing number of wealthy individuals want to be sure their money is invested responsibly.
Increasing interest in issues like climate change, poverty and human rights continues to drive demand for responsible investment. There is also interest in how a responsible investment approach can protect against risk or help too identify opportunities.
However, many wealth managers feel ill-prepared or uncertain as to how best to capitalise on growing demand for responsible investment.
The EIRIS Role
Drawing on 25 years experience, EIRIS has the responsible investment tools you need to add value to your business by offering solutions which are individually tailored to you client’s needs. We believe that each client should be able to adopt their own approach to responsible investment. We can help you develop individual funds, bespoke solutions for individual clients, or other approaches which seek to meet the needs of a range of clients at the same time.
We understand that wealth management professionals need to tackle many conflicting demands. The EIRIS Portfolio Manager (EPM) makes it easy to find the information you need and to set up and tailor different solutions for different investment approaches.
EIRIS research is based on a wide range of sources and dialogue with companies through a global network of experienced analysts. We create gradings and criteria that make sense of ESG data with a transparent methodology that helps you make informed decisions. EIRIS offers around 150 criteria on over 3,000 companies across Europe, North America and the Asia Pacific region.
Saving you time and money
Keeping up with the concerns of your clients and making sure you are fully aware of the investment implications of different aspect of corporate responsibility can be a full time job. In fact the leaders in this sector often have established teams to handle the task. Those responsible then need access to good quality data on which to base portfolios or engagement approaches.
If having dedicated people is not an option, then contact our client team to discuss to discuss the practical ways in which we can work with you to implement your clients’ requirementst.
