NEWS

This week I summarize four academic papers that examine the impact of ESG during the first quarter when markets fell precipitiously because of the coronavirus pandemic. [...]

SWM ETF portfolio fact sheets, August 2020: ESG ETFs continue to shine August 2020 was a very strong month for SWM’s ETF portfolios with ESG/sustainability focus. Our equity and multi-asset [...]

SWM ETF portfolio fact sheets, July 2020: major gains across the board July 2020 was a near-record month for SWM’s ETF portfolios with ESG/sustainability focus. All our strategies posted very [...]

SWM ETF portfolio fact sheets, June 2020: further gains across the board All five of our ETF portfolios showed further gains during June. Our equity overweight since April has led to between 3% [...]

“the future is not what it used to be” We are pleased to share the latest edition of our Investment Insights. we increased our equity weightings to “overweight” in early [...]

SWM ETF portfolio fact sheets, May 2020: equity overweight starts to pay off Early in May, we moved to a small overweight in equities. The strong market moves lead to gains of 5.51% for our [...]

increasing ESG allocation post Covid We are pleased to share the latest edition of our Investment Insights. ESG (Environmental, Social, Governance) investing is key to rebuilding wealth in the [...]

SWM ETF portfolio fact sheets, April 2020: further outperformance for our ESG portfolios In a historically strong month for equity markets, SWM’s ESG-focused multi-asset ETF portfolios [...]

Secure Wealth Management enters into strategic partnership with Isola Capital Asset Management Geneva, 20th April 2020 – Secure Wealth Management Limited (“Secure Wealth”), a Swiss and New [...]

how Covid will accelerate ESG investing, and how to benefit using ETFs We are pleased to share the latest edition of our Investment Insights. Covid-19 is causing a significant “reset” [...]

SWM ETF portfolio fact sheets, March 2020: historic market panic presents buying opportunity Despite suffering heavy losses in the market crash, SWM’s sustainability-focused ETF portfolios all [...]

SWM ETF portfolio fact sheets, February 2020: Covid-19 sell-off presents buying opportunity The levels of panic selling in last week’s Covid-19-driven sell-off were exceptional. Our [...]