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Check6 Wealth Blog

The World Wealth Report 2020 by Capgemini: What you need to know!

Posted by Hella de Jong on Jul 29, 2020 5:00:00 PM

Our last blog covered the trends for the year 2020, this blog will zoom in on the wealth changes from the year 2019 compared to 2018. The World Wealth Report 2020 from Capgemini is an excellent piece to gain insight in the world’s wealth.

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Topics: "wealth management", wealth advisors, impact investing, sustainability, Socially responsible investing, Trends

Top Reasons Socially Responsible Investing is Here to Stay

Posted by Check6 on Aug 1, 2019 1:00:00 PM

It’s difficult to get through the financial news these days without seeing or hearing the words Socially Responsible Investing (SRI), Impact Investing, Ethical Investing or any number of their offshoots. Whether it's wanting funds to support schools in Africa that educate girls, helping economically challenged kids afford to go to college, or making sure their money is contributing to environmental projects, it’s clear to Check6 that investors are more and more concerned not just with how much their investments are making them monetarily, but how that money is being made and how that reflects on their moral and ethical position in the world. This is being seen in the growth of such investments over the last year alone. As the most recent Global Impact Investors Network (GIIN) estimates show from its annual survey, there is now 228 billion USD in impact investing assets, which is nearly double that of last year.

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Topics: Data translation, impact investing, ESG, socially responsible, environmentally friendly, Next Gen Wealth, insightful financial reporting, Changing consumer expectations, data security, direct data feeds with banks, direct data feeds, automatic data feeds, visibility, 360-degree overview, UN Sustainable Development Goals, Socially responsible investing, SRI

The Bank as a Platform: Why & How does it work?

Posted by Sebastian Verkuilen on Apr 16, 2019 4:19:33 PM

In the 'Financieele Dagblad' on April 8th, there was an interesting article on the current developments within the financial world and the bank's response to the technological innovations in the sector.

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Topics: wealth advisors, Check6 Portal, impact investing, FinTech, Online Wealth View, insightful financial reporting

Investigating an ETF with ESG overlay: what are we investing in?

Posted by Sebastian Verkuilen on Mar 13, 2019 3:52:00 PM

Within the investment industry, ESG is a hot topic these days. Last week I was inspired by an article in the “Het Financieele Dagblad” regarding ETF’s with an ESG overlay*.

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Topics: data analysis, Client Services, single family offices, multi-family offices, wealth advisors, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through

Investment reporting for charities and foundations: What to look for?

Posted by Sebastian Verkuilen on Feb 26, 2019 3:35:00 PM

Charities and foundations form a special group of entities managing assets. Not only are they managing assets for specific goals they want to support, often it is third party money which is invested and accountability has to be given in a formal matter, both the spending of proceeds and how the assets are managed.

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Topics: "wealth management", "wealth management reporting", Client Services, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through, charities, foundations

Top Tech Resolutions for the Finance Industry 2019

Posted by Shaina Laughlin on Dec 21, 2018 11:10:26 AM

This week we are looking back at developments and changes in order to prepare to move ahead in 2019. Thus, we have compiled a report covering these topics below based on headline news and outlook reports with some responses as resolutions for 2019. 

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Topics: "wealth management", "wealth management reporting", data analysis, Client Services, Check6 Customer Support, single family offices, multi-family offices, wealth advisors, Check6 Portal, platform architecture, impact investing, ESG, Round Up 2018, FinTech, Resolutions for 2019

ESG and Impact Investing

Posted by Shaina Laughlin on Dec 11, 2018 4:00:00 PM


Sustainability | Environmentally-friendly | Ethical | Socially-responsible | Equality | Inclusive

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Topics: "wealth management", impact investing, ESG, socially responsible, sustainability, environmentally friendly

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