Opinion Archives

Clients v critics (the ongoing ESG debate)

Published on: 11/07/2025

The following* article was originally published by Investment Life and Pensions Moneyfacts in July 2025, pages 10-11. Magazine link. - Critics…
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SDR update - July ILP Moneyfacts article

Published on: 24/07/2024

I am delighted to have contributed an article to Investment Life and Pensions Moneyfacts magazine this month, where I have…
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Woke, war and waiting - ILP Moneyfacts article December 2023

Published on: 13/12/2023

A big thank you once again to Investment Life and Pensions Moneyfacts for inviting me to contribute to their…
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A collection of responses to HSBC's Kirk extraordinary climate speech

Published on: 27/05/2022

Earlier this week I set out my initial response to HSBC's head of Responsible Investment - Stuart Kirk's - extraordinary…
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'Man who jumps on bandwagon accuses fellow passengers of being on bandwagon'

Published on: 23/05/2022

...and has now been rightly suspended by HSBC. There is so much to say on this story, but let me…
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Further thoughts on sustainable fund labelling

Published on: 31/03/2022

A similar version of the following text was first published in our March 2022 newsletter. FCA Disclosures and labels…
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Some thoughts on the Purpose, Positioning and Priorities of sustainable investment

Published on: 18/03/2022

A big thank you to our friends at Investment Life and Pensions Moneyfacts for publishing - and putting on the…
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Ukraine tragedy highlights need for intermediaries to understand sustainable fund strategies

Published on: 14/03/2022

Ukraine tragedy highlights need for intermediaries to understand sustainable fund strategies [see summary version published in Investment Week 15 March…
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Top 50 Fund EcoMarket sustainable investment searches 2021

Published on: 17/01/2022

Below is a list of the top 50 filter options selected by Fund EcoMarket users during the course of…
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'The future of (sustainable) investment' - Moneyfacts article

Published on: 23/08/2021

My thanks, once again, to Investment Life and Pensions Moneyfacts magazine for publishing my article on 'the future of (sustainable)…
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Climate of Change - Investment Life and Pensions Moneyfacts article

Published on: 15/02/2021

This month's Investment Life and Pensions Moneyfacts magazine has kindly published an article I have writen for them regarding the…
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Intelligent Partnership estate planning guide - SRI thoughtpiece

Published on: 10/02/2021

A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief 'Thought Leadership' piece…
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Coronavirus and ESG - some early (personal) reflections

Published on: 27/03/2020

This has undoubtedly been a memorable (and pretty miserable) week, month and indeed quarter. My first thoughts, when the horrible…
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SRI Services and Partners 2019 event videos now live

Published on: 06/12/2019

I am delighted to announce that our event videos are now live on the SRI Services YouTube channel. Each session…
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Understanding Greenwash

Published on: 13/11/2019

Recent media coverage, generated in part in response to a recent report by SCM*, indicates that greenwash fears are growing…
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Understanding Sustainability funds

Published on: 18/04/2019

A growing number of funds are now marketed as being ‘sustainability themed’ or having sustainability related themes (often in…
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Three new videos now live - Introducing Fund EcoMarket, SRI & SRI Jargon

Published on: 14/04/2019

After working out that recording 'live' videos is not in fact a walk in the park... I am delighted to…
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SRI Services response to ESMA Consultation Paper ‘On Integrating sustainability risks and factors into MIFID II’

Published on: 21/02/2019

SRI Services was delighted to have had the opportunity to respond to the ESMA Consultation Paper ‘On Integrating sustainability risks…
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How not to do SRI. Guardian article on Goldman Sachs 'Just' fund

Published on: 30/09/2018

I am not close enough to say whether or not the specifics of this article are correct, but the financial…
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Its a cultural thing.

Published on: 15/03/2018

The FCA issued a discussion paper today on 'Transforming Culture in Financial Services' - DP18/2. I have written and spoken on this…
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NRG - a topsy turvy case study

Published on: 28/07/2017

I have Raj Thamothram of Preventable Surprises to 'thank' for bringing this shocker of a story to my attention. In brief - this…
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New Morningstar Sustainability Ratings - an opinion

Published on: 14/07/2016

New Morningstar Sustainability Ratings - an opinion Yesterday I had the pleasure of meeting Jackie Beard and Jamie Goodwin of…
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See our latest News below

Clients v critics (the ongoing ESG debate)

SDR update - July ILP Moneyfacts article

Woke, war and waiting - ILP Moneyfacts article December 2023

A collection of responses to HSBC's Kirk extraordinary climate speech

'Man who jumps on bandwagon accuses fellow passengers of being on bandwagon'

Further thoughts on sustainable fund labelling

Some thoughts on the Purpose, Positioning and Priorities of sustainable investment

Ukraine tragedy highlights need for intermediaries to understand sustainable fund strategies

Top 50 Fund EcoMarket sustainable investment searches 2021

'The future of (sustainable) investment' - Moneyfacts article

Climate of Change - Investment Life and Pensions Moneyfacts article

Intelligent Partnership estate planning guide - SRI thoughtpiece

Coronavirus and ESG - some early (personal) reflections

SRI Services and Partners 2019 event videos now live

Understanding Greenwash

Understanding Sustainability funds

Three new videos now live - Introducing Fund EcoMarket, SRI & SRI Jargon

SRI Services response to ESMA Consultation Paper ‘On Integrating sustainability risks and factors into MIFID II’

How not to do SRI. Guardian article on Goldman Sachs 'Just' fund

Its a cultural thing.

NRG - a topsy turvy case study

New Morningstar Sustainability Ratings - an opinion

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