2019 Media

• IFA Magasine May 2019 – Sustainable Investing Part 1 (IFA 78 see p34/5)
• Portfolio Adviser  ‘Impact Washing and Transparency’ (April)
• FT Adviser ‘Lack of definitions causing trouble for adviser’s
• Investment Week ‘Avoiding the ‘ethical’ trap’ article by Julia Dreblow (18 February 2019) on line link here
• Money Marketing – Four of the best adviser research tools for ESG investing.  (2 January)   by Julie Hardie – head of research at Threesixty.

2018 Media 

Below are examples of our recent media activity:

• How to build an ethical portfolio FT Adviser October 2018
• Making sense of ESG investing  Money Marketing 2018
• ‘Making Some Noise’ November 2018 Investment Life & Pensions Moneyfacts magasine article, (A ‘Good Money Week and beyond’ news roundup Author Julia Dreblow)
•  Citywire / New Model Adviser –  ‘The best ethical funds do more than ESG’ article
• FT Adviser article ‘What ESG themes clients should consider’
• http://www.pensionsage.com/pa/TTF-announces-advisory-board.php
• http://www.ukerc.ac.uk/news/2018-cdt-masterclass.html
• Triodos ‘Colour of Money’ event 2018
• Investment Week ESG conference (keynote speaker biog) November 2018 

Professional Adviser videos 2018:
Professional Adviser ‘In conversation with’ editor Julian Marr, Frank Potaczek of Architas and Dennis Hall of Yellowtail advisers.

• How do different investors view sustainable investing?  
• Does SRI mean compromising on performance?
• What types of investors invest in ESG?
• How to explain sustainable investing to clients
• What next for ESG investing?

2015 – 2017 key published literature  and articles

• ‘A Taste of Things to Come’ SRI Services Investment Life and Pensions Moneyfacts article December 2017
• 30 people, 30 words, 30 years adviser guide kindly published and distributed by PanaceaAdviser for SRI Services, September 2015.  This documents celebrates 30 years of UK ethical investment with a 30 expert opinions on ‘why it matters where we invest’.
• RSMR SRI Guide for financial advisers produced in collaboration with SRI Services November 2016 (revised version)
• CII Thinkpiece – ‘SRI: Environmentally, Socially and Financially Useful’ Julia Dreblow September 2016 

– & Some trips down memory lane… –

• https://blueandgreentomorrow.com/economy/the-days-of-investors-being-unaware-of-ethical-investment-options-are-behind-us/ 2013
• https://www.telegraph.co.uk/finance/personalfinance/investing/2790251/Eco-friendly-portfolios-buyers-fill-up-on-guilt-free-nest-eggs.html 2008
• https://www.moneymarketing.co.uk/sense-of-fair-play/ 2007
• Julia Dreblow CII presentation at Lloyds of London 2006 – https://www.thepfs.org/knowledge/insurance-institute-of-london-lectures/15/
• Ethical activists step up the fight http://news.bbc.co.uk/1/hi/business/1294086.stm 2001 BBC