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Citywire Spotlights Oliver Jones: A Trailblazer Among the "30 Under 30"

PortfolioMetrix - May 25, 2023

PortfolioMetrix Investment Analyst Oliver Jones has been honoured by Citywire as one of the brightest young talents in the finance industry, securing a coveted spot on the prestigious "30 Under 30" list.

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Double win for PortfolioMetrix at 2023 Professional Adviser Awards

We are thrilled to share the news that PortfolioMetrix won two awards at this year's Professional...

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Superior Strategy - Sustainable World Equity Fund of Funds launching in South Africa

Blue Chip speaks to Brendan de Jongh, Head of Research at PortfolioMetrix, about their Sustainable...

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The Changing World of Sustainable Investing: Your Questions Answered

As part of the 'Meet the ESG Investment Influencers' series hosted by Professional Adviser and...

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True to it, not new to it - PortfolioMetrix ESG Investing

SRI Services recently hosted their annual Good Green Money Event where our Investment Analyst...

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The Long-term Case for Sustainable Investing

Whilst the key reasons for investing sustainably are often non-financial (supporting society and...

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Suitably Sustainable?

In August it became a regulatory requirement for Irish financial advisers to assess sustainability...

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Sustainable investing is much more than risk management

Money Marketing recently carried an article (you can read it here) about NextWealth's report on...

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New ESG report is very data-rich…but not everyone wanted to take part

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From behind the bar to raising it – how our ‘Captain Planet’ is making an impact

We were delighted to see Oliver Jones, one of our investment analysts, once again featured in...

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ESG: let’s hear it for the bad guys

Last month I wrote a feature for FT Adviser about transition investing (you can read it here) and...

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Does ESG mean compromising performance?

Back in August 2019 (remember back then, when nobody had heard the word Covid?) the Investor’s...

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The ESG devil is in the detail: how we decide what goes into our portfolios

With ESG becoming an increasingly important part of the client/adviser conversation, we would like...

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Climate Change: Why COP26 Mattered

Following the conclusion of the 26th Conference of the Parties (COP26), much has already been...

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Taking a step back – what does Net-Zero really mean?

“Net-zero” may be a concept you’re familiar with as this initiative has been featured in headlines...

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A First for South Africa

In the latest edition of the Blue Chip Journal, Oliver Jones, Investment Analyst for...

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PortfolioMetrix to launch global ESG equity fund of funds

It is a fund with a strong tilt towards sustainability and impact investing.

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Greener targets create ESG opportunities

Joe Biden’s statement that this will be a “decisive decade” for tackling climate change, made at...

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ESG portfolios – we set out our stall

Earlier this week, my colleague Dave Chessell blogged about how advisers prefer to offer badged ESG...

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Advisers seeing green with clients…but some providers make them see red

According to a recent article in Investment Week, advisers prefer badged/branded ESG funds to...

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The fee debate continued: will the regulator force advisers to change?

In last week’s blog, I asked if it was perhaps time for advisers to increase their fees. It seems...

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FCA focus on ‘sustainable finance’ set to increase

Last week’s SRI Services online conference, held during ‘Good Money Week 2020’ put a spotlight on...

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Passive ESG under the PMX spotlight

With so much interest in ESG investing at the moment, Oliver Jones from our investment team...

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Video Analysis: ESG in Investing

Nic Spicer provides a brief summary of what you can learn from our white paper, ESG in Investing ...

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Helping advisers to navigate the ESG minefield

Recently we’ve focused a lot on ESG and why advisers need to get on board with it for a number of...

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Prepare for ESG compliance

With the clock ticking on new regulations that will require advisers to evidence that they have...

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ESG: how to get ready ahead of new regulations

New regulations are coming in 2021 that will require advisers and financial planners to evidence...

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2020: the tipping point for investing responsibly?

Great news hit my inbox at the end of last week: PortfolioMetrix has been shortlisted in the ...

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What’s in a name…the ESG challenge

Before the world paused due to Covid-19, the headlines were full of warnings that we all need to...

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ESG and the post-pandemic world

Everyone is currently focused on the adverse economic effects of social distancing but the...

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A world of opportunity

Towards the end of last year, I wrote an article about how world events, particularly those that...

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Time to crack open the Champagne

We won! Having been shortlisted for three Citywire Investment Performance Awards 2018, we are...

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The Devil’s in the Detail

How is MiFID II for you? Many advisers spent the latter part of 2017 working out what they should...

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Thoughts from a parallel universe

The demands of daily business can be brutal: task-driven and a whirl of meetings and follow-ups....

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Too risky?

Keep calm and carry on. Never has this well used retro phrase seemed more appropriate bearing in...

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Green light for ethical investing

After months of work we’ve launched our Ethical Emphasis investment range, for use alongside our...

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