One size does not yet fit all: Personalised ESG portfolios are the way forward

Adapting to changing needs and markets crucial

There has been a significant growth in thematic investing in recent years. Of late, this has concentrated on the mega trend that is ESG.

Thematic investing is defined by the CFA Institute as selecting companies within various sectors that are relevant to a particular theme. This type of focused investing is a desire amongst investors for ideas and options that reflect their personal preferences and interests. Social media, the influence of retail investment forums, the digitilisation of content and increased research information, has led to a dramatic democratisation of investing. Shared knowledge has driven a shift in consumer and investor attitudes which poses a profound challenge to the traditional fund management a...