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the sustainable, responsible and ethical investment information hub

Recommended reading & viewing from our Partners

SRI Services partners with many of the UK’s most highly respected and capable investment organisations involved in sustainable, responsible and ethical investment.

This page brings together ‘recommended reading’ from our partners  as well as videos from our recent events and related links (all of which would/should count as unstructured CPD).

These links will help financial services intermediaries to gain a better understanding of the key issues that shape this sector – and drive both stock selection and stewardship activity.

The overarching aim of these resources is to empower intermediaries and others to help ‘shift the dial’…  and to help you to prepare for client conversations and likely regulatory changes.

Agriculture & Food

Stewart Investors: The magic of microbes (May 2021)

WHEB: Deliveroo – bad timing, bad ESG or just a bad idea? (10 May 2021 )

Pictet: Better for you, better for the planet – food after Covid (December 2020)

M&G: UK agriculture post Brexit: targeting sustainable farming practices (4 December 2020)

Animal Issues

EdenTree Insight: Animals, Business & Investment Neville White (23 June 2020)

M&G on COVID-19 – The inextricable link between human, animal and ecosystem health (28 April 2020)

Brexit

WHEB: A new era for London and Brussels (11 January 2021)

China

EdenTree: China on the world stage – what it means for responsible investors (24 March 2021)

Climate Change

WHEB Code Red from the IPCC (18 August 2021) NEW

WHEB Extreme weather – a wake-up call on climate mitigation and adaptation (10 August) NEW

Janus Henderson Climate emergency but the investment industry can make a difference (August 2021) NEW

Sarasin: IPCC report webinar (11 August 2021) NEW

Triodos Climate change statement (18 June 2021) NEW

WHEB: Delivering carbon reductions – moving beyond the targets (20 July 2021) NEW

Triodos: Pledges for 2050…but what is the short and midterm plan: (15 July 2021) NEW

Liontrust Measuring impact: the climate change crisis (14 May 2021) NEW

BMO: Is climate change engagement actually having an impact? (April 2021)

Rathbones: Saving the world, one degree at a time (7 April 2021)

BMO: ESG Viewpoint: The road to net zero (March 2021)

Sarasin: Why thematic investing must include climate considerations (8 February 2021)

WHEB: Accelerating the transition to net zero (23 January 2021)

WHEB: Why 2021 will be such a critical year for the climate (23 January 2021) 

Fidelity: Slashing emissions will fuel green growth for decades (22 December 2020)

M&G: The Climate Challenge: Race to Zero receives significant boost (10 December 2020)

ASI: Climate Action Series – Session 1. A climb against time to net-zero (2 December 2020)

ASI Strategic Asset Allocation: ESG’s new frontier awarded best thought leadership paper in 2020 by Investment Week

WHEB: There are decades where nothing happens, and there are weeks where decades happen (2 December 2020)

Pictet: Climate change and emerging markets after Covid-19 (December 2020)

Aegon: The green tsunami to come… (13 November 2020)

M&G: The Climate Challenge: taking the temperature (12 June 2020)

Aberdeen Standard: Aligning your pension scheme with TCFD Asset TV Discussion (3 June 2020)

Sarasin: Open letter to the IEA seeks clear leadership on key climate goals (29 May 2020)

M&Gs approach to Climate Change (April 2020)

Emma Howard Boyd Environment Agency Chair  YouTube video keynote speech at our 2019 event (please ‘subscribe’ to our YouTube channel)

Why Climate Change Matters to investors’ – Lord Deben at our 2018 event  (YouTube video – please  ‘subscribe’ to our channel)

COVID-19

Aberdeen Standard:

BMO

EdenTree   Insights updates

Janus Henderson Investing sustainably during the COVID crisis (July 2020)

Liontrust  Surviving  the Coronavirus bear market – lessons from history (23 March 2020)

M&G:

Quilter Cheviot Coronavirus Q&A by Chief Investment Strategist

Rathbone Greenbank: Covid-19 a lesson for investing in people and planet

Sarasin & Partners:

Triodos:

WHEB:

Disruptive Innovation

Edentree: Enablers and embracers of disruptive innovation (30 June 2020)

Edentree:  Disruptive innovation – 5 week blog series with Thomas Fitzgerald

Economy

Triodos: Reset the data (30 June 2021) NEW

Triodos: The importance of post-growth thinking (11 June 2021) NEW

Emerging Markets

Stewart Investors Why does stewardship matter in emerging markets? (6 August 2021) NEW

Stewart Investors Emerging markets’ new generation of tech firms (May 2021)

Energy

Triodos Powerful potential – interview with fund managers Angeles Toledo Rodriguez and Greig Blackie (26 March 2021) NEW

Pictet A climate-aware US ushers in a new era for clean energy (November 2020)

WHEB Is it time to jump on the hydrogen bandwagon? (8 October 2020)

Aegon H2..Woah! (10 July 2020)

Rathbones Where the wind blows (July 2020)

Triodos Financing Green Energy in Emerging Markets – Webinar (25 June 2020)

Sarasin: Oil and gas prices – the big bounce back (1 June 2020)

Environmental Issues

BMO Can investors help move the date of Earth Overshoot Day? (July 2021) NEW

Triodos: Shampoo bottle becomes sewage pipe (13 July 2021) NEW

Sarasin / Portfolio Adviser Avoiding the ‘sixth great extinction’: Addressing biodiversity loss through investing (14 June 2021) NEW

WHEB What is the best way to tackle plastic waste? (8 June 2021)

Triodos Five important questions about impact bonds (20 April 2021)

Sarasin: The Earth is what we all have in common (22 April 2021)

Rathbones: A drop in the ocean or the start of a movement? (31 March 2021)

WHEB: Accelerating the transition to net zero (23 January 2021)

Triodos A word of warning to green and social bond buyers (3 November 2020)

Triodos A call on governments: now is the time to issue green and social bonds (21 August 2020)

Pictet Global Environmental Opportunities landing page (August 2020)

Sarasin ESG Video – Environment (23 June 2020)

WHEB: Recovery plan for Europe …and the environment (9 June 2020)

Janus Henderson Alterations at the fast fashion industry (June 2020)

WHEB How we plan to achieve net-zero carbon emissions (3 June 2020)

EdenTree on Sustainability  (10 June 2019)

ZSL presenting on Palm Oil and deforestation at our 2018 conference (YouTube video – please subscribe to our channel)

Circular Economy presentation from Ellen MacArthur Foundation at out 2019 event (on YouTube, please ‘subscribe’)

Preventable Surprises presentation on Amazon Fires at our 2019 conference (on YouTube, please ‘subscribe’)

ESG

Rathbones: ESG – bubble or eggsponential growth? (5 May 2021)

Rathbones: ESG: A package deal (17 March 2021)

Janus Henderson: ESG in 2021: closing the expectations gap (January 2021)

BNY Mellon: Sustainability and inflationary threats drive new fixed income thinking (21 December 2021)

BNY Mellon: Explaining the ES&G of Responsible Investment (20 November 2020)

BNY Mellon Keeping it real – ESG investment and greenwashing (29 September 2020)

BNY Mellon Does ESG investing belong in the passive world? (21 September 2020)

BNY Mellon What does ESG mean for fixed income markets (August 2020)

Rathbones The value of ESG: How mainstream is ESG investing within today’s adviser world? Research Report (August 2020)

WHEB Boohoo and the drunkard’s search for ESG meaning (3 August 2020)

M&G – The evolution of ESG in fixed income markets & implications for investors (5 June 2020)

Europe

Stewart Investors Reasons to invest in Europe (May 2021)

Governance Issues

Sarasin ESG Video – Governance (23 June 2020)

FRC UK Stewardship Code 2020 

Impact

BMO Impact Reports (July 2021) NEW

Triodos: Impact investing: the need for radical change (podcast) (7 June 2021) NEW

Sarasin Pressing for parity (6 May 2021)

M&G Focus on Impact: Investing in Solutions to Address Society’s Biggest Challenges: webinar (16 Feb 2021)

Triodos Radical change creates new investment potential (16 November 2020)

Triodos A radical agenda for economic transformation (23 October 2020)

M&G Podcast on Impact Investing with the team from Ethical Compass (11 August 2020)

WHEB: Improving investor confidence in impact investment (3 August 2020)

WHEB: Addressing Ethnic and Racial Diversity (21 July 2020)

M&G What is impact investing? Positive Impact Fund (July 2020)

WHEB: Solutions in a time of crisis  – 6th annual Impact Report (18 June 2020)

M&G IFA Magazine_M&G Supplement_Impact Investing (June 2020)

M&G: Introduction and insights into impact investing (4 June 2020)

Investing for Positive Impacts and Outcomes YouTube video from our 2019 event (please ‘subscribe’ to our channel) (Triodos, WHEB, Foresight & Responsible Investor)

Information Technology

BMO: Re-thinking data: Digital empowerment (May 2021) NEW

WHEB: A tale of two revolutions (22 July 2020)

Insurance

Liontrust: The case for sustainable insurance (24 November 2020)

Markets & Ratings

M&G Supply Chains: Only as strong as their weakest link (7 August 2020)

Foresight Infrastructure Market Outlook (9 July 2020)

Planetary Boundaries

Pictet Planetary Boundaries: measuring the business world’s environmental footprint Summary & White Paper (April 2020)

Regulations

Stewart Investors: Regulatory developments in sustainable finance (2021) NEW

Responsible Investment

Liontrust: The world in 2041: accessing innovations for the next 20 years (21 June 2021) NEW

WHEB: Is Amazon really a sustainable investment? (12 July 2021) NEW

Rathbones: Quality over quantity (2 June 2021)

BMO: Influencing for good: Responsible investing in 2020 (April 2021)

WHEB: Greenwashing, regulation and sustainable investment (19 April 2021)

WHEB: Kingspan and the Grenfell tower fire (19 April 2021)

Stewart Investors The sustainability positioning of an imperfect giant (March 2021)

Stewart Investors The importance of culture (March 2021)

Rathbones: No tears for Boohoo? (24 March 2021)

Triodos: Has the pandemic affected how people view investments? (19 March 2021)

Foresight: Researching sustainable investments: The opportunities and pitfalls (15 March 2021)

Sarasin More good than harm (Part of Sustainable Investing report by Raconteur, published in Sunday Times) (16 February 2021)

BNY Mellon Responsible Investment – Special Report 2020

WHEB Investing in breakthroughs (20 October 2020)

M&G Impact and Sustainability: Similar BUT different (31 July 2020)

Liontrust Responsible Investment – Green Power (Market Overview) July 2020

Rathbone Greenbank Investments: Vision with Values (6 July 2020)

BMO The future: it’s our responsibility’ (2020 F&C Investment Trust Lecture) (March 2020)

Rathbones – Responsible Capitalism in the US: Still pursuing green (Part 1) (30 January 2020)

Rathbones – Responsible Capitalism in the US: Technology’s role in a sustainable future (Part 2) (21 April 2020)

Rathbones – Responsible Capitalism in the US: the complete report (Part 3) (30 June 2020)

 Social Issues

BMO: Re-thinking nutrition: health and wellbeing (June 2021) NEW

Stewart Investors: The importance of culture – webcasts (March 2021) NEW

Stewart Investors: Diversity: An indicator of distinctive cultures (January 2021) NEW

Stewart Investors: Learning from success: Supporting girls and sustainable development – webcasts (2021) NEW

Stewart Investors Avoiding the perils and pitfalls for high impact healthcare investment (2021)

Aegon A long time ago, in a galaxy far, far away (16 October 2020)

Sarasin ESG Video – Social (23 June 2020)

EdenTree on Economic Inequality  (3 October 2019)

Sustainability

Sarasin: The coming sustainable bond revolution (5 July 2021) NEW

Janus Henderson: Global Sustainable Equity: a renewable, electric and digital future (July 2021) NEW

Liontrust: Saving for a sustainable future (23 June 2021) NEW

Foresight sustainability series: Risks, returns and the role of the investment manager: addressing the theories around sustainable investing – podcast (11 June 2021) NEW

Liontrust: Accessing those hard-to-reach SDGs (9 June 2021) NEW

Stewart Investment: Is Europe leading the way in sustainable business? (June 2021) NEW

Stewart Investors: Good old-fashioned (June 2021)

Rathbones: Sustainable multi-asset range stands out from the crowd – interview with Proactive Investors (March 2021)

Rathbones: Just a passing fad? (14 April 2021)

WHEB: The online mob and the sustainability transition (9 February 2021)

Janus Henderson: Global Sustainable Equity: news and opportunities (January 2021)

Liontrust: Ongoing evolution of our Sustainable Investment themes (17 December 2020)

Fidelity: Three sustainable investing themes for 2021 (17 December 2020)

BNY Mellon: Why SDGs matter in a changing investment world (15 December 2020)

Janus Henderson: Sustainable design in consumer products (November 2020)

Rathbones Sustainable strategies – masterclass on the road (30 November)

Pictet Demystifying sustainability linked bonds (November 2020)

M&G Recent trends in sustainable multi-asset investing – Sustainable Multi Asset fund (October 2020)

Aegon Sustainability Soapbox – regularly published articles (October 2020)

M&G Sustainability-linked Bond – Look beneath the surface (15 Sept 2020)

M&G Sustainable investors, it’s time to talk about Transition bonds (6 July 2020)

M&G & CityWire – Podcast series on ESG, Sustainability and Impact Investing (June 2020)

Aegon Capital Sustainability through a long-term lens (5 June 2020)

Pictet Our thematic strategies and the UN’s Sustainable Development Goals (May 2020)

Triodos Towards a more sustainable, less vulnerable economy (27 May 2020)

Aberdeen Standard: SDGs: how asset managers can help address the world’s major challenges (18 May 2020)

Foresight Sustainability Series: New podcast tackles trends in sustainable business (31 March 2020)

Janus Henderson Global Sustainable Equity: News and Opportunities (April 2020)

Liontrust on Sustainable Investment (various blogs)

Sustainability: Mission Possible YouTube (Sarasin & Partners, Janus Henderson, Liontrust & UKSIF) (25 November 2019)

Sustainability: Recognising Risks and Opportunities YouTube video from our 2019 event (please ‘subscribe’ to our channel) with Rathbones, Aegon, Pictet and RSMR)

WHEB  What does Covid-19 mean for Sustainability? (April 2020)

Taxation

WHEB: The price of civilisation (20 July 2021) NEW

Stewart Investors Paying a fair corporate tax rate matters (May 2021)

Taxonomy

Triodos: EU Taxonomy must remain meaningful and science-based (8 February 2021)

Transport & Logistics

WHEB: From just in time to just in case (9 July 2020)

Aegon  Cash for Clunkers v2.0 (19 June 2020)

EdenTree on the future of road transport   (6 February 2020)

Understanding Different ESG Approaches

Integration, Stewardship and Ethics YouTube video from our 2019 event (please ‘subscribe’ to our channel) (Unicorn, Aberdeen Standard, EdenTree.  EIRIS Foundation)

Urbanisation

Liontrust: Building better cities (7 October 2020)

US Election & Beyond

Rathbones: The Biden effect (19 May 2021)

BMO: Biden turns the tables from climate sceptic to climate action (April 2021)

Fidelity: Why a Democratic sweep could transform ESG regulation in the US (15 January 2021)

WHEB: Science 101: Will the Republicans come back to class? (10 November 2020)

Thought pieces

Technology, Sustainability and Health thought pieces convened by Pictet: Mega.online 

 

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Latest News

SRI Services shortlisted for Investment Week ESG Awards
September 9, 2021

I am truly delighted to be able to announce that SRI Services has been shortlisted for two Investment Week (Incisive Media) awards this year. The two categories we entered & are shortlisted for are: Best Sustainable & ESG Research & Ratings Provider Best Sustainable and ESG Support Service Provider or Consultancy This is particularly pleasing […]

‘The future of (sustainable) investment’ – Moneyfacts article
August 23, 2021

My thanks, once again, to Investment Life and Pensions Moneyfacts magazine for publishing my article on ‘the future of (sustainable) investment.’ The article is a roundup of the important regulatory developments that are emerging in this area – as well as the need for urgency in switching all investments onto a sustainable footing. The piece […]

Performance of ‘Ethical/Sustainable’ funds vs ‘Non Ethical’ July 2021
August 23, 2021

The following table has been kindly supplied by Moneyfacts and is published in this month’s Investment Life and Pensions Moneyfacts magazine. It shows the performance of (what Moneyfacts refer to as) ‘Ethical’ vs ‘Non Ethical’ funds. In summary, it shows a consistent, and in many places remarkable, picture of outperformance for ethical equity funds over […]