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加拿大智能投顾平台首推社会责任投资组合

下周起,在线理财平台Wealthsimple将成为英国首家推出社会责任投资组合的智能投顾机构。

据悉,加入这一投资组合的资金要主要用于投资清洁技术、低碳减排和公平劳工等领域基金。

此外,Wealthsimple首席执行官Toby Triebel还表示,整个投资过程中还会有一个负面因素筛选过程,确保此类客户资金不会投资烟草或武器制造等领域企业。

截至目前,Wealthsimple全球资产管理规模已经突破10亿英镑,而本次的这个新产品也是应顾客需求而制定的。

来自加拿大的Wealthsimple于去年九月正式登陆英国市场。 尽管在投资过程中使用了算法,但Wealthsimple仍然会雇佣人力顾问来解决客户疑问。

Online wealth manager Wealthsimple will next week become the first robo-adviser in the UK to launch socially responsible investment portfolios.

The business, which has accumulated more than £1bn in assets under management globally, launched the offering in response to strong client demand.

Any money clients put in the socially responsible investment portfolios will be invested in funds with a particularly beneficial focus, such as cleantech, low carbon emissions or fair labour standards.

Wealthsimple’s chief executive Toby Triebel told City A.M. that there was also a negative screening process, meaning client money would not be exposed to businesses which work in fields such as tobacco or weapons manufacturing.

Canada-based Wealthsimple launched in the UK last September. Although it makes use of algorithms in its investment process, it has human advisers on hand to address client queries.


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