Ethical/ESG

Ethical news for advisers - SRI Services: Missing piece of SRI puzzle found at Threadneedle

Last week I had the pleasure of meeting Simon Bond, the aptly named Threadneedle Corporate Bond fund manager. Simon is at the helm of a new fund where the objective is to manage a fixed interest securities (corporate bond) fund that bring both social benefits and competitive returns. more...

Update to Technical development for Advisers and Paraplanner - RSMR: There is one EU Directive on the sale of cabbages that contains 26,911 words.

The RSMR research and CPD library might well run to many more words but it contains a wealth of useful information more...

Ethical Investment Update for Financial Advisers - 6 signs that say ‘this client should think about ethical investment and SRI in 2014

People who are interested in Ethical or Sustainable and Responsible Investment will not have it blazoned across their foreheads… nor are they likely to ask about it, as they probably don’t know it exists. more...

Ethical news for advisers - SRI Services: All things bright (red) and ethical...

Many things ‘ethical investment’ have made headline news recently. Indeed it is tempting to run a competition to see who can find the most articles that really have nothing to do with ethical investment... more...

Ethical Investment Update for financial advisers - National Ethical Investment Week 2013 est arrive 5 Top SRI Tips for Advisers

Beaujolais’ it may not be – but ‘nouveau’ this approach really is! With NEIW13 upon us (13 – 19 October) there’s no time like the present to think about how to develop your own ethical investment & SRI strategy. more...

Ethical Investment Update for financial advisers - SRI Services: Coming Soon–National Ethical Investment Week 2013

And it seems like only yesterday when we were fretting about how the first NEIW would be received… more...

Ethical Investment Update for Financial Advisers - Panacea Fund EcoMarket

Panacea Fund EcoMarket – the tool that helps financial advisers to shortlist Sustainable and Responsible Investment (SRI) options in just a few clicks. more...

Ethical Investment Update for Financial Advisers - sriServices: Wonga wall

The Wonga storm that hit on the weekend has generated more media coverage for ethical investment than we have seen for a long while. The debate also highlights the challenges for those who want to integrate ethical concerns with financial goals. Both are helpful conversation starters … more...

Ethical Investment Update for Financial Advisers - sriServices: Upgrade to ethical!

Some advisers have welcomed the growing interest in ‘Sustainable and Responsible Investment’ as a logical response to changing times. Others have been less keen and may have been tempted to sideline clients’ interest in ethical investment. more...

Ethical Investment Update for Financial Advisers - SRI Services: Funds Demand Climate Review

You may have spotted coverage in this week’s FTfm (and elsewhere) of a letter convened by SRI industry association UKSIF and others entitled ‘Funds Demand Climate Review’. more...

Ethical Investment Update for Financial Advisers - SRI Services - Brief introduction to Ethical Investment & SRI – for use with your clients

a new B2C ‘Client Video’ – a generic, PowerPoint based Introduction to SRI & Ethical Investment. more...

Ethical Investment Update for Financial Advisers - Climate Change – David Mitchell’s soapbox

I came across this yesterday on the Green Alliance Blog and thought it was excellent. more...

Ethical Investment Update for Financial Advisers - SRI Services: Fund EcoMarket Quarterly update completed

The Fund EcoMarket ‘SRI FundFinder’ database has been updated today, using the latest Capita/Synpatics Research data more...

Ethical Investment Update for Financial Advisers - Adviser Guide to SRI

It addresses a number of major issues that are important to advisers including understanding the diversity that exists, pros and cons of investing in this area and portfolio planning. more...

Ethical Investment Update - sriServices Adviser Guide

FTAdviser has this week published a 'Guide to SRI' which covers a wide range of topics of importance to interested advisers and their clients. more...

Ethical Investment Update for Financial Advisers - Twitterview with SRI Services

Following on from previously successful ‘Twitterviews’, Panacea Adviser will run their next ‘Twitterview’ with sriServices more...

Ethical news update for Financial Advisers - SRI: Horses for courses - non merci!

Rarely a week goes by when there is not some issue or another in the press that relates very clearly to the strategies adopted by Sustainable and Responsible or ethical funds. more...

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