The Arrival Of KYI: “Know Your Investment”

This article examines how the due diligence checks wealth managers are used to performing on their clients also includes scrutinising investments in the same spirit. As ESG investing gains momentum, so must the mindset adjust accordingly. Dermot Corrigan, CEO of smartKYC, argues that wealth managers need to place the same emphasis on investment due diligence as

This article examines how the due diligence checks wealth managers are used to performing on their clients also includes scrutinising investments in the same spirit. As ESG investing gains momentum, so must the mindset adjust accordingly.

Dermot Corrigan, CEO of smartKYC, argues that wealth managers need to place the same emphasis on investment due diligence as they have done for client due diligence – applying the same rigour to know your investment checks as know your customer checks.

Read more about it here.