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EU

EU Taxonomy Final Report

March 23rd, 2020

Sustainable Finance Taxonomy  report ‘Financing a Sustainable European Economy’ Technical Report published 9 March 2020 On 9 March 2020 the EU TEG (Technical Expert Group) on sustainable finance produced their final report which sets out a ‘taxonomy’ of sustainable business activities.  This significant development will help investors to recognise those business activities that should be […]

Sustainable Finance Initiative – MiFID II suitability requirements – feedback requested

June 8th, 2018

EU proposals to include ESG as part of investment and advice processes. 20 June 2018 Update:   Our published response can be found here. ===== On 24 May 2018 the EU published draft recommendations proposing the inclusion of ESG within the obligatory advice process as part of their ongoing work supporting the growth of Sustainable Finance. Their draft […]

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Latest News

SRI Services & Partners Good Money Week 2020 event videos now live!
October 28, 2020

I am delighted to report that we have just loaded the videos from our first ever online ‘SRI Services and Partners’ online Good Money Week event onto our YouTube channel. The sessions are listed in chronological order on a play list  – here. 288 financial advisers and others attended on the day and the feedback […]

New Fund EcoMarket brochure
October 27, 2020

I am delighted to inform you that our new brochure has been finalised and is available to download. This can be used for learning support, as ‘aide memoire’ or as a ‘sales aid’. Click here to download: Fund EcoMarket A4_Singles Oct 2020 FINAL The above version is 6 x A4 pages.

‘Lessons from the Lorax’ podcast
October 24, 2020

I have just been sent the information below by Aberdeen Standard Investments, having recorded a podcast with them recently. I love the title – and really felt I had to share it! Julia   Title: The Responsible Investing Podcast, Ep.9: Lessons from The Lorax – with Julia Dreblow Description: Welcome to our latest Responsible Investing […]