New sustainable managed accounts to boost advisers with ESG-focused clients

The new accounts will enable advisers to help their clients meet their financial goals while still aligning with their values, according to Morningstar Investment Management (MIM).

MIM said the new accounts are diversified, holistic portfolios and deliver more consistent returns by actively managing risk.

“Investing sustainably and ESG concerns are an increasingly important consideration for clients and the financial planning process,” MIM head of institutional portfolio management and solutions Jody Fitzgerald said. 

“We take an ESG risk integration approach across the entire range of portfolios. Having heard advisers feedback and taken into account their practice and client requirements, Morningstar Investment Management are taking their current approach a step further and launching a range of values-based investment solutions: The Sustainable Managed Accounts.”


Ms Fitzgerald said the new accounts will also boost an adviser’s practice as they can offer clients an “enhanced” range of portfolios and offer more options for clients with ESG preferences.

“Our management accounts offering is a multi-asset investment solution that integrates seamlessly with [advisers’] businesses, with all the resources, content, tools and client touch points that advisers have come to expect from Morningstar,” she said.

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New sustainable managed accounts to boost advisers with ESG-focused clients
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Neil Griffiths

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.

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