Industry news and views from Panacea and our partners.
Ethical/ESG_
Rathbones: Why the recovery will be green
Rather than being a reason to press pause on the transformation of economies and societies, Rathbone Ethical Bond Fund manager Noelle Cazalis makes the case that COVID-19 could well be a catalyst for growth in sustainable solutions and the bonds that will fund them.
Rathbones: The changing face of consumer ethics and behaviours
Global consumer values, behaviours and spending habits are changing. Against mounting evidence of companies irresponsible environmental stewardship, aggressive tax avoidance strategies and widescale workforce inequalities, consumers are demanding that economic systems evolve to fulfil ethical as well as financial goals.
Rathbones In the KNOW blog: Changing the planet
A growing number of people are questioning how their pensions and other savings are invested. Rathbones stewardship director Matt Crossman explains why he firmly believes we can make the world a better place through our investments, and how best to do it.
AXA IM: What risks does increased focus on ESG pose to fossil fuel and tobacco stocks?
Fossil fuels is the biggest contributor to the greenhouse gas emission and therefore to the rise in the global temperatures. Chris discusses what the regulatory and legal risks as well changing patterns of consumer demand and investor preferences mean for the Oil & Gas and Tobacco sectors.
Square Mile Research: Talking With Amanda Young
We are at a watershed where looking for the positives in investing becomes the norm. The power to do something good is real. In Square Miles latest interview, we are talking evidencing impact investing with Aberdeen Standard Investments Global Head of Responsible Investment.
Morningstar Investment Conference
The all-digital Morningstar Investment Conference (16-17 November) offers a unique opportunity to watch the great content on the UK agenda, from wherever you are.
Hymans Robertson: Five things Financial Advisors can do right now to manage responsible investment
Five simple steps you can take right now to keep on top of all things ESG, helping your clients get the most bang for their buck.
Rathbones: The changing face of ESG for advisers
In the face of hard science and changing consumer behaviours, the investment world is transforming to meet growing demand for values-driven investment strategies.
Columbia Threadneedle: Q&A: Germany set to shine spotlight on supply chains
The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis.
Square Mile Research: Talking With Simon Bond
One of our mantras is to bring social investing into the mainstream using a conventional asset class. In Square Miles latest interview, we are talking responsible fixed income and rainbow washing with... Simon Bond, Director of Responsible Investment Portfolio Management, Columbia Threadneedle Investments.
Square Mile Research: Join us for ESG Pathway
Launching on the 24th September, Square Mile have partnered with ESG Clarity to bring you ESG Pathway a new series of virtual events focussed on ESG and Responsible investment. This four part series has been designed to expand the dialogue between advisers, asset managers and industry experts. Register now to join the conversation
Square Mile Research: Talking With: Mike Fox
In Square Miles latest interview with Mike Fox, Head of Sustainable Investments at Royal London Asset Management, we are talking prioritising stakeholders and cabin fever.
SRI Services: Fund EcoMarket is now available as an App
SRI Services is delighted to announce the launch of our new Fund EcoMarket App, which is available for free both in iOS (Apple) and Android (Google etc) formats.
sriServices and Fund EcoMarket news
This edition includes links to partner events (the first of which is 10 am today - see below), numerous wonderfully diverse new articles by our (16) fund manager partners - and a great market overview / annual feature by Investment Life and Pensions Moneyfacts editor Richard Eagling.
Rathbones In the KNOW blog: Where the wind blows
Rathbone Global Sustainability Fund manager David Harrison discusses the rise of renewable energy and how it is making a more sustainable world.
M&G: A green light on 'building back batter'
In this months video Kirsty Clark, Investment Specialist, comments on the growing focus on Sustainability and ESG issues in the wake of COVID-19
The Quilter Cheviot Climate Assets Fund Webinar
The Quilter Cheviot Climate Assets Fund invests in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
Aberdeen Standard: The Responsible Investing Podcast: Investing in a better future - with Keith Skeoch
It seems not a day goes by without someone in the investment world talking about the importance of Responsible Investing and ESG issues. But what do these actually mean? And why should investors care?
FundsNetwork: Understanding ESG
The move towards sustainable investing was already in motion, but the Covid-19 pandemic may have accelerated it further. FundsNetwork's new insight hub brings together expert opinion from eight of their fund partners to understand what a greater focus on ESG means for you, your clients and their portfolios.
BNY Mellon: Invitation: Understanding ESG - a virtual training seminar
ESG factors are now a key consideration for financial intermediaries and clients alike. To help planning conversations we have designed this CDP accredited educational seminar to assist with the integration of ESG into the suitability processes.
Rathbones In the KNOW blog: How technology can improve air quality
When people think about sustainable investing, they often focus on just the narrow topic of how a company itself operates in an environmentally friendly manner. But sustainability is about more than a businesss immediate environmental impact. David Harrison explores the pivotal role tech is playing during the pandemic.
Aberdeen Standard: Income investing in a pandemic finding a way through
As a consequence of the global pandemic, we currently find ourselves in unchartered waters. Daily life has been altered beyond recognition for many of us and will likely remain that way for some time to come.
SRI Services: Understanding Sustainable and Responsible Investment
Financial Adviser / Intermediary Training video (47 mins): an introductory overview of the sustainable and responsible / ESG investment market and how to use the Fund EcoMarket fund tool
Rathbones In the KNOW blog: Responsible recession
With the world in lockdown and experiencing the worst recession in living memory Matt Crossman, our stewardship director, ponders whether the recent trend toward ESG was a luxury afforded by the longest bull market in living memory.
sriServices and Fund EcoMarket news
SRI Services partners with many of the UKs most highly respected and capable investment organisations involved in sustainable, responsible and ethical investment.
Rathbone Greenbank Investments: Covid-19: a lesson for investing in people and planet
Dealing with the economic and social aftermath of the crisis brought about by the coronavirus pandemic will present formidable challenges. But it will also offer opportunities to reassess how we have approached resolving some of the most pressing issues of our time.
Rathbones In the KNOW blog: Uncharted territory
During times of crisis, the way companies respond can have a major impact on society as a whole, not just their balance sheets. Rathbone Global Sustainability Fund manager David Harrison discusses why he believes companies with strong sustainability principles have a greater potential to weather the pandemic.
Columbia Threadneedle: Coronavirus sparks a social shift in the bond market
The coronavirus is a social issue that has brought unprecedented disruption to societies and is impacting the wellbeing of the worlds population.
Invesco: Sterling corporate bond exposure for the ESG conscious
For fixed income investors who want their investments aligned with their views on ESG, ETF opportunities have up until now been lacking.
Square Mile Research: Talking With Chris St John
Talking the thrill of the chase, ESG integration and exploding rocks with Chris St John, Fund Manager, AXA Investment Managers and Square Miles, Richard Romer-Lee.
Square Mile Research: ESG and Responsible investment: what does it all mean?
There is no doubt that 2019 will be seen as the coming of age for ESG and Responsible investment, but what does the industrys embrace of these two terms mean for you? Read the latest from Square Mile.
SRI Services and Partners Good Money Week event 2020 - Invitation
SRI Services and Partners' Good Money Week event sign up form has just gone 'live' on Eventbrite.
sriServices and Fund EcoMarket news - coronavirus edition
Hello and welcome to our occasional newsletter which surprise, surprise, focuses mostly on the coronavirus.
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.
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?
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 hes keeping an eye on in 2020
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.
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 IAs responsible framework aims to bring clarity and consistency to this ever-evolving topic.