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financial advisers
Trends
- 1Climate finance moves from thematic bet to core portfolio risk●What climate finance means for portfolios Climate now belongs in a client's portfolio as it becomes less of a thematic b
Financial advisers are being urged to treat climate as a systemic risk that touches every client holding, rather than a standalone thematic investment. The argument is that climate exposure now affects valuations, insurance costs and regulation across whole portfolios, so it should be built into standard asset allocation and risk analysis instead of being handled through separate ESG or sustainability sleeves.
- 2New Action Plan Against Tax and Financial Crime Targets Businesses●Action Plan against Tax and Financial Crime: What businesses should be prepared for
A new action plan against tax and financial crime is drawing attention from companies and advisers. KPMG has outlined what businesses should be prepared for, suggesting stricter scrutiny of tax compliance and financial crime controls. Firms are expected to review their governance, reporting and anti-money-laundering procedures to avoid penalties as enforcement tightens.