Written By Integrity365
The Investment Committee held their quarterly meeting in July, just a few days after the General Election results were announced. The Committee welcomed updates from Brooks Macdonald and LGT Wealth Management, two investment managers who have well-earned long-standing positions on our Centralised Investment Proposition (CIP).
Both provided an insight into the global themes that are being incorporated into investment management at current – such as healthcare and technology – as well as explaining their focus over the coming months. As both managers offer a sustainable investment range, we also discussed how sustainable investing is becoming more mainstream and of increasingly higher demand.
Beyond the immediate advantages of reducing energy use—such as lowering operational costs—businesses are increasingly acknowledging the importance of sustainable practices in enhancing their brand reputation, attracting environmentally-conscious consumers, and improving employee engagement and retention. In turn, this offers investors a greater pool of companies to invest in as more fall within the sustainable category.
Whilst not all policymakers across the world are on the same page, large companies – such as Microsoft, for example – have net zero ambitions and this approach can have an influence over other businesses and encourage innovation across the board.
As part of our ongoing efforts to help our clients maximise returns on their investments and get them closer to their goals, we have once again managed to negotiate new, more competitive terms for two of our preferred platforms on behalf of our clients.
Our next Committee meeting is scheduled for late October when we will be inviting two more of our CIP investment managers to provide an update on their investment ranges. As this falls just before the first Budget announcement from the new Labour government, we will discuss potential changes and how they might bring opportunities and challenges to longer-term financial planning strategies and solutions.
Whilst it is still early days for the new Labour government, we will keep a close eye on developments to make sure we react to any policy statements or changes that may affect our clients’ financial planning arrangements or the suitability of our proposition.
If you have any questions regarding this update, please speak with your Integrity365 adviser directly.
Written By Integrity365
