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The ‘jargon’ used in this area is one of its least endearing features…
On the one hand it is important that those who work in the area have a vocabulary that enables them to discuss and describe their different strategies – and on the other hand – labels are of limited use if they baffle everyone!
On Fund EcoMarket we cut through this as much as we can by sticking to plain English wherever possible – however there are strategy variations and these variations lead to different investment decisions and fund managers/ investee companies relationships, so it is important that these are understood.
This video explains some of the key terms you will hear most often – and how and why they continue to evolve:
March 2019
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 […]