NEWS

iShares ETF based on ESG principles will turn 11-year old in November: http://www.investopedia.com/news/seasoned-vet-among-esg-etfs-dsi/ Secure Wealth Management added this ETF (DSI) to all 5 of [...]

Optimising ESG investing with ETFs: http://www.etf.com/sections/blog/evaluating-sustainability-etfs-msci Secure Wealth Management has adopted a low-carbon / ESG (Environmental, Social, [...]

Quants making inroads in to ESG investing: http://www.institutionalinvestor.com/article/3719986/investors-pensions/could-quants-transform-esg.html#/.WTmRZut95hF Secure Wealth Management has [...]

Secure Wealth Management has adopted a low-carbon / ESG (Environmental, Social, Governance) framework for all 5 of our actively-managed ETF portfolios. As part of this change, we will no longer [...]

SWM ETF portfolios add to gains in May The Secure Wealth Management ETF portfolios gained further in May taking year-to-date returns to 2.6% for fixed-income, 3.7% for conservative, 4.0% for [...]

executive summary  We are pleased to share the latest edition of our Investment Insights. This month is a watershed for SWM’s ETF portfolios: we are “going green” and implementing a low-carbon / [...]

Secure Wealth will launch a low-carbon overlay for all 5 of its ETF portfolios very soon. **Watch this space** Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s [...]

SWM growth and equity ETF portfolios outperform in April The Secure Wealth Management ETF portfolios recovered a lot of ground late in the month to end in line with their benchmarks. We have [...]

Investment Insights – April 2017 Equity bull run intact We are pleased to share the latest edition of our Investment Insights. Financial Network Analytics indicators point to a continued [...]

Investors continue their shift from active management in protest at high fees source: Financial Times Exchange traded funds attracted record inflows in the first three months of 2017 as investors [...]

SWM ETF portfolios: out-performance in March All our ETF portfolios continue to outperform benchmarks strongly on a 3-year and 5-year basis. The outperformance continued in March for all the [...]

Investment Insights – March 2017 Market rally set to continue We are pleased to share the latest edition of our Investment Insights. Financial Network Analytics indicators signal a [...]