+
Please help us to improve our service...
Are you a Financial Services or Investment Professional?
Thank you!
FEM logo
Fund EcoMarket

the sustainable, responsible and ethical investment information hub

Investment Association Responsible Investment Framework announced

The Investment Association’s long awaited Responsible Investment framework launched today (18 November 2019).

Although I am yet to digest the detail, this looks entirely constructive to me.

The IA team have differentiated between different fund options sensibly {thereby avoiding the ‘binary thinking trap’) and recognised the relevance of both individual funds and fund management companies.

In particular I like their use of the term ‘Responsible Investment’, which I feel is non controversial – and very much welcome the fact they will be pulling together more data on fund flows in this area.

Links to their ‘just published information’ are below:

 

The quote I issued to the media last week (whilst the report was embargoed) is below in case you wish to see my ‘further comments’:

‘This looks like a really useful document.  It is hard work to come up with a system that is concise, not misleading and has wide agreement – but the IA appears to have achieved this – so well done to them. The way they have set this out avoids treading on the toes of existing more granular projects like the EU taxonomy, whilst setting the parameters within which both investment houses and individual funds can sensibly claim to contribute to the sustainability agenda.   

Debate will no doubt continue in some areas, for example it does not push the point that to be ‘responsible’ impact, stewardship and ESG integration activity should be as positively oriented as possible – or indeed that some fund houses are entirely sustainability themed. But it does set solid foundations from which such issues can be explored and articulated and indeed its simplicity will most likely be the key to its success.  

I would however question their claim of being the first such initiative as our Fund EcoMarket SRI Styles,  which are broadly similar, were launched in 2011 and the (also similar) GSIA classifications have been around for some years too.  But that is not to detract from the usefulness of this work – the strength of which lies in it having been agreed by asset managers with over £7 trillion under management – which is no mean feat!’

Sign Up to our Newsletter

If you are a Financial Services Industry professional you can sign up for our newsletter

Click Here

Latest News

SRI Services and Partners 2019 event videos now live
December 6, 2019

I am delighted to announce that our event videos are now live on the SRI Services YouTube channel. Each session was recorded – so for anyone who was unable to attend this is the next best thing. (nb The event was CPD accredited so you may like to keep a record of the sessions your […]

Recent changes to Fund EcoMarket
December 6, 2019

Just a brief note to let you know about some of the changes we have made to Fund EcoMarket recently. Changes to functionality You can now… Use the new map on our ‘Find an Adviser’ area  – which enables potential adviser clients to find local advisers more easily. You can now use the Search ‘recently […]

Investment Association Responsible Investment Framework announced
November 18, 2019

The Investment Association’s long awaited Responsible Investment framework launched today (18 November 2019). Although I am yet to digest the detail, this looks entirely constructive to me. The IA team have differentiated between different fund options sensibly {thereby avoiding the ‘binary thinking trap’) and recognised the relevance of both individual funds and fund management companies. […]