Ethical/ESG

Ethical Update for Finacial Advisers and paraplanners - sriServices and Fund EcoMarket news - coronavirus edition

Hello and welcome to our occasional newsletter which surprise, surprise, focuses mostly on the coronavirus. more...

Investment news for Financial Advisers and Paraplanners - M&G: Is the “Greta effect” going to last?

A question I have often been asked lately is “is the Greta effect going to last?”. How much influence is this public figure going to have and are the social movements she inspired really going to transform our society? more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Just paying lip service?

David Harrison, manager of the Rathbone Global Sustainability Fund, having seen first-hand the growing trend of responsible capitalism in America, makes the case for getting up close to see whether companies are really serving all their stakeholders, or just paying lip service. more...

Investment news for Financial Advisers and Paraplanners - Rathbone Ethical Bond Fund

Rathbone Ethical Bond Lead Fund Manager, Bryn Jones reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020 more...

Investment news for Financial Advisers and Paraplanners - Rathbone Global Sustainability Fund

Carl Stick, Executive Director, stands in for Fund Manager David Harrison to discuss one of the hottest topics of the moment ESG. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A common approach to responsible investment

With greater focus on how investment management firms can bring about a more sustainable world; find out how the IA’s responsible framework aims to bring clarity and consistency to this ever-evolving topic. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A Spotlight On: Unicorn UK Ethical Income Fund

This fund benefits from a series of exclusion based screens in order to ethically invest for income in smaller and medium sized UK companies. more...

Investment news for Financial Advisers and Paraplanners - Rathbones: Responsible Capitalism in the US: Still pursuing green

Responsible capitalism is running hot over in the US, and it looks like it’s not simply a flash in the pan. Fresh from a trip across the pond, Rathbone Global Sustainability Fund manager David Harrison gives his take on why greener commerce is ascendant in America. In the first chapter of Responsible Capitalism in the US: Still pursuing green, he also notes that the politics of green can sometimes get in the way of frank conversations more...

Investment news for Financial Advisers and Paraplanners - M&G Positive Impact Fund Annual Impact Report

There is a spectrum of approaches to responsible investment, from simplistic negative screens that exclude certain sectors or industries to the full integration of ESG factors in the investment process more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: What responsible investment looks like

Rathbones’ stewardship director Matt Crossman explains the Principles for Responsible Investing and how we’ve been putting them into practice over the past 10 years. more...

Investment news for Financial Advisers and Paraplanners - SRI Services: Understanding Greenwash

Recent media, generated in part in response to a recent SCM* report, indicate that greenwash fears are growing apace. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Be clear, be trustworthy

Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison. more...

Investment news for Financial Advisers and Paraplanners - Schroders: The fund industry’s wake-up call: how investors want us to act

Jessica Ground, Global Head of Stewardship, explains why for companies, sustainability is no longer a “nice to have”, it’s an imperative. more...

Ethical investment news for Financial Advisers & Paraplanners - Prudential: ESG investing

Ben Constable- Maxwell, Had of Sustainable and Impact Investment with M&G Investments, discusses ESG, who it’s for, strategies, drivers and ESG in practice. more...

Ethical investment news for Financial Advisers and Paraplanners - SRI Services & Partners Event invitation - 9 October, Barbican

This year's SRI Services and Partners ‘Screened, Themed & Engaged’ event which will be held on 9 October, during ‘Good Money Week 2019′ at the Barbican, in London. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: ESG and real assets: A matter of balance

Assessing ESG risks within real asset investments is far from straightforward. Mark Versey and Stanley Kwong use five case studies to illustrate the balance of ESG risk factors that affects investment decision-making, beyond simply trying to be ‘green’. more...

Investment news for Financial Advisers and Paraplanners - Royal London: What is sustainable investing?

Sustainable investing is based on a simple premise - owners and managers of capital, whether that’s equity or debt, can positively influence society by prioritising investment in companies that are helping move to a cleaner, healthier, more inclusive society. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Infographic: Sustainability Report Q2 2019

In the latest sustainability report we provide an update on the current and future state of engagement and discuss how industries ranging from fashion, to aviation, to waste, will be transformed. more...

Ethical investment news for Financial Advisers and Paraplanners - Defaqto: ESG: The rub of the green

The more asset managers that incorporate environmental, social and governance thinking into their investment philosophy, the more traction ESG investing will enjoy. more...

Ethical investment news for Financial Advisers & Paraplanners - SRI Services and Fund EcoMarket news update

As you will have noticed - the SRI/ESG area is somewhat 'flavour of the month', which is of course fantastic news. It does however bring certain challenges, not least with regards to finding time to write newsletters! more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: 'Fairtrade for finance' should be a badge of honour - not a rubber stamp

A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood. more...

Ethical investment news for Financial Advisers & Paraplanners - Use of the Fund EcoMarket (SRI) fund tool has trebled over 12 months

Use of the Fund EcoMarket (SRI) fund tool has trebled over 12 months - with users indicating growing interest in both sustainability and ethical issues. more...

Investment news for Financial Advisers & Paraplanners - M&G: Making a difference (and a return)

The world is facing a rising tide of societal challenges, from the potential chaos associated with the breakdown of our climate, to unsustainable levels of waste and pollution, to vast and growing social inequality. more...

Investment News for Financial Advisers & Paraplanners - M&G: How should ESG investors think about government bonds?

Although government bonds from an ESG perspective may be more difficult than for corporates, the role they play is too important to ignore; both in terms of investment opportunities and in shaping the future. Read the latest from Maria Municchi, Fund Manager, as she discusses why government bonds can play a key role in generating return. more...

Ethical investment event for Financial Advisers and Paraplanners - SRI Services: Save the Date - 9 October Good Money Week event

'back by popular demand' we are currently planning our annual Good Money Week event - (primarily) intended for financial services intermediaries. more...

Investment video for Financial Advisers & Paraplanners - M&G: What to look for when you are investing for impact

In this short video, Ben Constable Maxwell, Head of Stewardship and Impact Investing and Craig Hart from King & Shaxson, an ethical discretionary fund manager, discuss the rise of impact investing and the various factors to take into account when investing for impact. more...

Investment events for Financial Advisers and Paraplanners - Register now – M&G Sustainability Forum

Don’t miss the opportunity to join us for M&G’s Sustainability Forums; a new series of educational, CII accredited events that offer 90 minutes of CPD. Join us to hear from M&G’s expert investment team and external speakers discussing the hot topic of sustainability. more...

Ethical Investing for Financial Advisers and Paraplanners - SRI Services & Fund EcoMarket Newsletter

Things have once again been pretty interesting in sustainable, responsible and ethical investment (SRI) recently, particularly with public opinion being piqued by developments that I would barely have dared dream possible even five years ago. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: ESG focus: China's green mission

China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies? more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Impact isn’t ESG

While responsible investing is hardly a new concept, there is a fair degree of confusion around what is meant by ‘ESG’ and how this fits into the broader spectrum. Veronique Chapplow, Investment Specialist, discusses ESG and how it does not always equal ethical in her latest article. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Impact isn’t ESG

While responsible investing is hardly a new concept, there is a fair degree of confusion around what is meant by ‘ESG’ and how this fits into the broader spectrum. Veronique Chapplow, Investment Specialist, discusses ESG and how it does not always equal ethical in her latest article. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Beyond Brexit: sourcing sustainable income and alpha opportunities

Mark Barnett, Head of UK Equities speaks about the UK equity market and how it is an attractive place for the long-term investor. Read more about, opportunities in domestic stocks, and his long-term investment approach. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: The Journey of Sustainable Investing

What we think of as sustainable investing has developed significantly over many years and is now a key item on the agenda. Maria Municchi, Fund Manager, discusses this development as well as outline the multi asset approach to better align the financial and sustainable goals to contribute towards a more sustainable future. more...

Investment news for Financial Advisers & Paraplanners - M&G Investment: A new route to sustainable investing?

Investing provides the opportunity to take part in the world economy, share its challenges and opportunities and influence our future. Discover M&G’s new multi asset approach to sustainable investing in this short video with Maria Municchi, Fund Manager of the recently launched M&G Sustainable Multi Asset Fund. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Slowing Fast Fashion

The sustainability credentials of the US$1.3 trillion global fashion industry are coming under heightened scrutiny. In the last 15 years, world clothing production has almost doubled, with more than 300 million people employed along its value chain. However, the growth of this huge industry has come at a significant cost, and there is now increasing awareness of its outsized environmental and societal impacts*. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: The AIQ Podcast: Ethics & Alpha - by Steve Waygood

Does investing responsibly mean sacrificing returns? Such a seemingly simple and innocuous question can cause all manner of confusion. more...

Ethical news for Financial Advisers and Paraplanners - FECIF Insight February 2019

From a recent survey carried out by a famous global investment company, 46% of investors want to focus more on sustainability criteria for their portfolio choice more...

Ethical Investment news for Financial Advisers & Paraplanners - What did people search for on Fund EcoMarket?

Thanks to some fancy footwork from our IT support team we are now able to report on the top filter searches people have used on Fund EcoMarket. more...

Investment news for Financial Advisers and Paraplanners - Are you investing for impact?

Investing to help improve society and the environment does not mean giving up economic returns. The M&G Positive Impact Fund, launched in November 2018, aims to invest in companies that address the world’s major social and environmental challenges, while generating long-term wealth for its customers. more...

Investment News for Financial Advisers and Paraplanners - M&G: 4 recommendations to up your ESG game

Sustainability is increasingly becoming more of a need than a choice – for society and investors alike. Although a handful of ESG data providers have already emerged to meet this demand, Mario Eisenegger, Investment Specialist, outlines four recommendations to help asset managers up their ESG game. more...

First | ... Next Last