Blog

DWP consultation: Disclosure of costs, charges and investments in DC schemes

DWP consultation: Disclosure of costs, charges and investments in DC schemes In October this year the Department for Work and Pensions issued the above consultation. This consultation is relevant to sustainable, responsible and ethical fund options because the second section of the report discusses making it easier for members to find out where schemes (both those using pooled funds and unit-linked […]

Citywire Wealth Manager ‘Screened, Themed & Engaged’ event article

I am delighted to share an article that Libby Ashby from Citywire has kindly written about our ‘Screened, Themed and Engaged 2017′ event which she attended. This article was published in Citywire’s Wealth Manager magasine today (3 November 2017).             Libby Ashby asks: When will ESG be fully integrated into mainstream investing? Last month […]

‘Screened, Themed and Engaged 2017′ – panel videos

Last week we held our annual Good Money Week event at the Museum of London. The event was a great success, well attended and well received. Formal proceedings included presentations from Simon Howard (UKSIF), Guy Turner (Trove Research) and myself (Julia Dreblow) as well as five round table sessions with fund managers (listed below) and a panel […]

Good work Gov!

With Good Money Week about to start now seems like a fitting time to mention some of the positive work taking place in government and beyond that are likely to drive progress in SRI  – sustainable, responsible and ethical investment – over the coming year. (In the interest of sanity I will stay away from commenting on wider political […]

EU HLEG Sustainable Finance consultation response

I eventually finished off and submitted my EU HLEG Sustainable Finance consultation response yesterday, just in time for the ‘High Level Expert Group’s’ first deadline… This is of course a significant and very welcome consultation – however responding to it was by no means an easy task – given its length and complexity (meaning that my response may still benefit from […]

Fund EcoMarket: Sustainable Investment ‘Award for Innovation’ Finalist

I am  delighted to announce that Fund EcoMarket has been shortlisted as a finalist for the following award: The Investment Week (Incisive Media) award category is ‘Sustainable Investment’  – Award for Innovation (Non-Fund). Winners will be announced at an awards ceremony on 17 November. Further details about the award ceremony, (now in its 10th year!),  can be found here.

ILP Moneyfacts SRI articles: Climate Risk and Ethical Fund Survey

  This month saw the publication of two SRI/ethical investment articles in ‘Investment Life and Pensions Moneyfacts’ magazine.  One was written by Moneyfacts editor Richard Eagling, the other by myself. See here for the ILP Moneyfacts annual ethical and SRI fund survey – Ethical Funds Survey July 2017 See here for my climate risk article (and in particular […]

NRG – a topsy turvy case study

I have Raj Thamothram of Preventable Surprises to ‘thank’ for bringing this shocker of a story to my attention. In brief – this is a tale of the investment markets rewarding a company for turning its back on green issues and attempting to turn back the clock. There is much to say and many questions to ask – including how […]

Fund EcoMarket ESG / SRI research award finalist

I am delighted to announce that Fund EcoMarket is a finalist in the ‘Best ESG/SRI Research’ Investment Week Awards category 2017. As much as we would love to win … given my knowledge of the quality and commitment of CDP, EQ Investors and EdenTree I truly don’t envy the judges! Taking my Fund EcoMarket hat off, for just a moment, I can […]

HLEG – EU sustainable finance interim report published

The EU has recently published its High Level Expert Group (HLEG) Sustainable Finance interim report. This ambitious and significant report covers issues ranging from financing greener infrastructure to the labelling SRI funds. Although mainly aimed at institutions the implication is that the final recommendations will also impact individual (retail) investors. The EU plans to start implementing changes at the start of 2018 […]