Ethical Wealth Management
Laura Wood
laura.wood na researchandmarkets.com
Pondělí Leden 15 17:24:02 CET 2007
I enclose details of our latest ethical wealth management report.
Over the past five years, the wealth management industry in several major markets has seen significant growth of what is often known as ethical wealth management. In the UK, as well as in some markets in western Europe, wealth managers are noting increasing levels of client interest in investment or banking propositions that are socially responsible or that offer sustainable investing.
For a complete index of this report click on:
http://www.researchandmarkets.com/product/a468e2/ethical_wealth_management
Scope of this title:
-Sizes ethical wealth management markets in nine of the largest European markets;
-Provides examples of successful ethical wealth management businesses from Europe and the United States.
Highlights of this title:
The European SRI market remains largely the domain of institutional investors, according to Eurosifs research. The dominance of large, long term, independent institutional investors in the major markets for SRI in Europe, particularly the UK and the Netherlands, means this segment has a great deal of influence over the development of SRI products;
The increasing sophistication of many high net worth individuals, as shown by Our annual Wealth Management Market Leaders survey of leading European wealth managers, also contributes to increased awareness of the implications of investment among clients;
Many wealth managers feel that unless the various forms of ethical wealth management perform as well as standard services, there is little incentive to create SRI offerings. Although a significant proportion of wealth managers feel that clients are receptive to ethical services, some feel a degree of conflict between doing good and doing well.
Reasons to order your copy:
-Size the ethical wealth management market in Europe;
-Learn how competitors have developed their SRI offerings and which offerings are most effective.
For a complete index of this report click on:
http://www.researchandmarkets.com/product/a468e2/ethical_wealth_management
Report Index:
Chapter 1
Introduction 9
Overview 9
Chapter 2
Size of the sri market in europe 10
Introduction 10
The European ethical wealth management market is now worth EUR1.033tn 10
The growth of SRI AuM in Europe is greater than that of the general market 10
The European SRI market is led by the UK 11
The Dutch market is the largest Core SRI market in Europe 14
Broad SRI in Europe is dominated by integration and engagement strategies 14
The UK leads the way in integration and engagement in Europe 15
Institutional investors account for 94% of the total European SRI investment market 15
Data tables 17
Chapter 3
Market issues 20
Introduction 20
The current popularity of ethical wealth management services is due to several factors 20
In the UK, there are moves to encourage greater take-up of ethical products 21
The "Doing good versus doing well" conflict is a constant theme within ethical wealth management 21
Do ethical fund returns measure up? 22
Is "best in sector" really just a form of "best of a bad lot"? 23
What is defined as ethical varies from individual to individual 23
Chapter 4
The competitive landscape 24
Introduction 24
At present there are many forms of ethical wealth management proposition 24
Rathbones Rathbone Greenbank Investments was a pioneer of ethical wealth management services in the UK 24
The Co-Operative Bank and its online arm smile.co.uk has a holistic ethical policy 25
The Netherlands Triodos Bank offers European clients a broad spectrum of innovative ethical options 26
ABN Amro Asset Management is an international brand with a market leading SRI offering 27
BNP Paribas is responding to investor demand for SRI investment opportunities in emerging markets 27
APPENDIX 29
WHAT IS ETHICAL WEALTH MANAGEMENT? 29
An ethical wealth management service enables clients to use their money in accordance with their personal views 29
Socially Responsible Investing (SRI) focuses on social issues involved in investment 29
Sustainable investing (SI) has a greater focus on environmental issues relating to investment 30
Positive and negative screening strategies help wealth managers identify suitable investment opportunities 30
Inclusion criteria for the FTSE4Good Index meets "globally accepted and continually evolving standards" 31
Shareholder advocacy and activism means "regular" companies can be transformed into SRI-compliant organizations 31
Ethical wealth management is more than an investment issue 32
Eurosifs categorization of SRI strategies for Chapter 2 32
Core SRI 32
Broad SRI 33
Further Reading 33
Global Wealth Management SPP 33
Interactive Databases 33
Market Reports 33
Strategic Insight Reports 34
Wealth Management Competitor Tracker 34
We Asia Pacific Wealth Management SPP 35
SPP writing team
List of Tables
Table 1: SRI strategies as applied in Europe, Dec 31, 2005 17
Table 2: Total SRI market value by country, split between core and broad strategies, as of December 31, 2005 17
Table 3: Core SRI by European Country, Dec 31, 2005 18
Table 4: Engagement and integration strategy market size, by country, as of December 31, 2005 18
Table 5: Institutional vs Retail SRI investments in Europe, December 31, 2005
List of Figures
Figure 1: Across Europe, engagement and integration strategies, so-called "broad SRI", are by far the most widely used 11
Figure 2: The UK has by far the largest SRI market in terms of total AuM in Europe 12
Figure 3: Core SRI market size in EURbn in selected European markets, as of December 31, 2005 14
Figure 4: The UK leads Europe in terms of integration and engagement as SRI strategies 15
Figure 5: The retail SRI market in Europe is dwarfed by the value of institutional investment 16
Pricing:
Electronic : EUR 1814
Site License : EUR 1995
Enterprisewide : EUR 3627
Ordering - Three easy ways to place your order:
1] Order online at http://www.researchandmarkets.com/product/a468e2/ethical_wealth_management
2] Order by fax: Print an Order form from http://www.researchandmarkets.com/product/a468e2/ethical_wealth_management and Fax to +353 1 4100 980
3] Order by mail: Print an Order form from http://www.researchandmarkets.com/product/a468e2/ethical_wealth_management and post to Research and Markets Ltd. Guinness Center, Taylors Lane, Dublin 8. Ireland.
Related Reports also available from Research and Markets:
Integrated Wealth Management: The New Direction for Portfolio Managers - http://www.researchandmarkets.com/product/a468e2/integrated_wealth_management_the_new
The UK Wealth Management And Private Banking Market Outlook: Optimising Customer Value In A Demanding Marketplace - http://www.researchandmarkets.com/product/a468e2/the_uk_wealth_management_and_private_banking
The Wealth Management Super League - http://www.researchandmarkets.com/product/a468e2/the_wealth_management_super_league
Wealth Management in the Nordic Region 2006 - http://www.researchandmarkets.com/product/a468e2/wealth_management_in_the_nordic_region_2006
Customer Acquisition and Retention in European Wealth Management 2006 - http://www.researchandmarkets.com/product/a468e2/customer_acquisition_and_retention_in
Innovations in the Wealth Management Marketing Mix 2006 - http://www.researchandmarkets.com/product/a468e2/innovations_in_the_wealth_management
Wealth management in Belgium and the Netherlands 2006 - http://www.researchandmarkets.com/product/a468e2/wealth_management_in_belgium_and_the
Insourcing in Wealth Management 2006 - http://www.researchandmarkets.com/product/a468e2/insourcing_in_wealth_management_2006
Wealth Management in France 2006 - http://www.researchandmarkets.com/product/a468e2/wealth_management_in_france_2006
The Case for Online Wealth Management - http://www.researchandmarkets.com/product/a468e2/the_case_for_online_wealth_management
Attracting the Right Talent in Wealth Management - http://www.researchandmarkets.com/product/a468e2/attracting_the_right_talent_in_wealth
Penetrating The Chinese Wealth Management Market - An Analysis Of Eight Key Cities - http://www.researchandmarkets.com/product/a468e2/penetrating_the_chinese_wealth_management
Thank you for your consideration.
Best Regards,
Laura Wood
Senior Manager
Research and Markets Ltd
laura.wood na researchandmarkets.com
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