evolution of wealth management: horizontal
TRANSCRIPT
THE EVOLUTION OF WEALTH MANAGEMENT
SustainablePortfolio
Regeneratesthe planet
The Global Returns Fund
Symbiotic Investors
Invest and receive financial
returns
Minimisesadverse effects
Allocate a smallamount
Yields Global Returns,aiding sustainable
portfolio
SustainablePortfolio
Invest and receive financial returns
Minimises adverse effects, but ignores critical regenerative needs and only
delays the erosion of value
SYMBIOTICSUSTAINABLE
Investors
+Old-FashionedPortfolio
Invest and receive financial returns
Degenerates the planet, threatening the verybasis of value creation
OLD-FASHIONED
Investors
Updated 28/10/21