the sustainable, responsible and ethical investment information hub
For financial advisers and financial services professionals:
This site, as well as our sister site, sriServices, offers an extensive range of SRI and ethical investment support information for the financial advisory community .
Some key page links to resources on this site are:
Recent UK (and related) regulatory developments
International & EU legislation, regulation, reports and norms
For information on fund performance see:
Other useful information sources of information about ethical, social and environmental issues include:
Fund Manager ‘issues’ articles:
Information on pension options from external sources:
Information for charities
Guidance – CC14 and further links here
See www.sriServices.co.uk for information on earlier developments
A video recording of the 60 minute presentation M&G climate fund manager Randeep Somel, CFA and I gave earlier this week is now available on the M&G Wealth Platform (previously Ascentric). My main task was to introduce the impact investment fund spectrum – the similarities and differences between funds that focus on generating positive impacts as […]
A similar version of the following text was first published in our March 2022 newsletter. FCA Disclosures and labels (DLAG) – my involvement with the FCA, on their Disclosures and Labelling Advisory Group is proving both interesting and tough. We have had many meetings and the level of engagement has been impressive – but […]
A big thank you to our friends at Investment Life and Pensions Moneyfacts for publishing – and putting on the front cover – my latest piece on sustainable investment. You can download a pdf of the text here: 16-17 Purpose, Positioning and Priorities The text – as submitted – is below. Sent to Investment […]