Using a discretionary fund manager (DFM) can reduce research time and help advisers understand the nuances of ESG investments, but how can advisers know they are making the right choice?

Our founder and MD Heather Hopkins shared her views with ‘Professional Adviser’ on how advisers should ask questions about the data used by the DFM, as part of their due diligence:

“Data can be different between ESG providers, so it is important advisers understand how it is being used by the DFM so they are comfortable with any questions that arise from clients”.

Click the button below to read the full article and click here to download our ESG Tracking Study 2020 to find out more about the sources financial advisers and gatekeepers rely on when building ESG portfolios.

About the Author

Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.