FT Adviser sits down with Bamboo Invest co-founders Tim Crockford (CIO) and James Stewart (CEO) to explore the thinking behind their new sustainable MPS. Crockford describes the “barbell” problem in today’s market, where advisers face a choice between lightly-adapted traditional portfolios and niche strategies aimed only at committed green investors, and explains how Bamboo targets the underserved middle ground.
The piece digs into how the firm assesses every holding on a look-through basis rather than relying on fund labels or third-party ratings, and how its technology and adviser training aim to bring sustainable investing to the mass market.
