Financial Planning


Blogs & News

Keeping you informed

The articles section on CSM Expat Financial Planning's website offers comprehensive coverage on topics pertinent to expatriates and their financial planning needs.

The blog features detailed insights on personal financial protection, including life assurance, critical illness, and medical insurance. Investment-related content addresses global economic issues, investment trends, ESG factors, and the state of financial markets. The primary aim of these articles is to keep expatriates informed, enabling them to make well-informed financial planning decisions.

Responsible Investment Is Here For Good

09 October 2023

There is evidence that investing responsibly and integrating ESG factors is additive to returns.

ESG Within The Building Industry

21 August 2023

According to the International Energy Agency (IEA), real estate generates 40% of global CO2 emissions. The sector is therefore critical to global efforts to meet the Paris Climate Agreement’s target of limiting average temperature rise to well below 2°C.

Has ESG Changed The Investment Industry?

16 November 2022

Examining the impact ESG (environmental, social, governace) has had impacting both investors and the investment industry in recent years.

Match Day for Climate Action

09 November 2021

One matter that can’t be ignored regarding this years' Rugby autumn internationals' is the amount of travel the eight Southern Hemisphere nations will embark on and the environmental impact it has.

Understanding Investment Risk Washing

11 June 2021

“Risk Washing” is the process of disguising or ‘mislabelling’ the true underlying risks underpinning an investment portfolio.

Without understanding these fundamentals, investors can be exposed to risks that they may not have signed up for.

Are you fully cognisant of the risks your investment portfolio is taking?

What Is A Sustainable Investment Management Strategy?

16 December 2020

Sustainable investment management appears to be the new buzz term, but what does it really mean?

Surely, we have always wanted a sustainable investment management strategy i.e. investments that endure for the long term and deliver a sustainable return. But is there more to sustainable investing these days?