August 10, 2026

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Wealth Wise Report Blog
Fund

Global Sustainable Fund Flows: Why Sustainable Investing’s Worst Outflows Since 2018 Aren’t the Full Story

  • February 4, 2024
  • Less than a minute

Performance was a major headwind for the asset class last year. Strategies with high relative active share struggled as mega-cap technology companies, often underweighted in ESG portfolios, drove significant index returns. Carbon-intensive sectors and defense stocks also outperformed, areas where many sustainable funds have limited or no exposure. One clear bright spot: renewable energy stocks

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Fund

Global Sustainable Fund Flows: Investor Appetite Remains Muted

  • February 4, 2024
  • Less than a minute

Meanwhile, the United States continued to experience net withdrawals for the 12th consecutive quarter, though the total was slightly lower at USD 5.1 billion in the third quarter, compared with the restated USD 5.8 billion in the previous quarter. Flows into Asia ex-Japan rose to USD 902 million, up from a restated USD 811 million

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Technology

Sustainable Technology: Examples, Benefits And Challenges

  • February 3, 2024
  • 6 minutes read

BedZED increases Thermal efficiency through provision of gardens on rooftops. Gamma-Rapho via Getty Images Every company and every industry needs a green plan. These efforts are about lowering emissions, shrinking carbon footprints and reducing the environmental impact of operations. But how can this actually be done? Sustainable technology is one of the key tools in

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Stock Brokers

How Do Trading Brokers Make Money?

  • January 25, 2024
  • Less than a minute

The first, hedging, is also known as the A-Book business model. It involves the broker transferring the risk of the position you wish to take to a third-party liquidity provider. This limits the risk they take on when opening your position, making this a sustainable business model. Internalisation, or the hybrid business model, involves the

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Wealth Management

UK’s largest wealth management companies, and how to pick one

  • January 17, 2024
  • 6 minutes read

You might think of wealth managers as stock-pickers who build an investment portfolio and occasionally monitor its performance – which is why many may question whether it’s actually worth paying for.  But the most effective wealth manager will do far more than this, by helping their clients plan for retirement, sidestep inheritance tax and navigate

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Stock Brokers

Indian stock broker Angel One posts 14% rise in Q3 profit as orders jump

  • January 15, 2024
  • 1 minute read

BENGALURU, Jan 15 (Reuters) – Indian stock brokerage firm Angel One (ANGO.NS), opens new tab on Monday reported a 14% rise in third-quarter profit, aided by a jump in orders and client additions. Consolidated profit was 2.60 billion rupees ($31.38 million) for the quarter ended Dec. 31, compared with 2.28 billion rupees a year earlier,

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Technology

Three climate technologies breaking through in 2024

  • January 10, 2024
  • 1 minute read

I caught the Golden Globes last weekend, and the Grammys and Oscars aren’t far off. But the best awards, in my humble opinion, are the 10 Breakthrough Technologies, MIT Technology Review’s list of the tech that’s changing our world.  This year’s list dropped on Monday, and I’m delighted to share that not one, not two,

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Fund

Fundsmith Equity fund underperforms again – is it still a winner?

  • January 10, 2024
  • 5 minutes read

The Fundsmith Equity fund is a favourite among investors and while regularly posting positive returns, it has underperformed the MSCI World Index over a five-year period. The portfolio, run by industry veteran Terry Smith, regularly ranks among the top equity funds on investment platforms. It posted a return of 12.4% in 2023 and is up

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Property

Understanding Mill Rates: Calculate Your Property Taxes Easily

  • January 8, 2024
  • 4 minutes read

What Is the Mill Rate? A mill rate, often referred to as the millage rate, determines the amount of property tax payable per dollar of a property’s assessed value. Understanding how mill rates are calculated is essential as they form the basis of your property tax bill, which helps fund local government budgets, including infrastructure,

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Technology

The Impact of Technology on the Workplace: 2024 Report

  • January 3, 2024
  • 1 minute read

About Tech.co If you’ve stumbled across our 2024 workplace report and are looking for answers on the brains behind the booklet, here’s a little more information on who we are. Tech.co was established in 2006 as a networking platform for companies working out of the Chicago area, and has transformed into a fully-fledged media company

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