IFA

These research articles and thought leadership pieces are designed to support IFAs deliver the best possible service to their clients. All articles are first featured in professional and industry publications meeting highest editorial standards.

Written at a level for all to understand and are suitable for sharing with clients. These pieces take themes and subjects from articles written for technical practitioners. We remove the maths and complexity making them more accessible and to highlight the core message. As experts in ethical and sustainable investment we explore the different areas of the topic and how investment can benefit society.

The price of conscience: analysing ethical out-performance

Introduction Earlier articles asked why ethical investment matters [1], introduced sustainable (environmental, social and governance, or ESG) investing [2]; or…

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Global Warming and Extreme Weather Investment Risks

Environmentally focused investors often consider climate risks; however, potential liabilities for damages from extreme weather events due to emissions from…

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Engagement needs to be supported with a “Credible Threat”of divestment

Managers must use ‘credible threat’ of divestment to engage boards. In a world of climate crisis, proper engagement and divestment…

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Ethical investing and performance: the price of conscience

How might ethical investments compare with conventional counterparts? Could they tend to underperform? Particularly as ‘ethical’ or ‘green’ labels might…

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The Rules of Engagement

Quintin Rayer offers tips for ethical investors that want to strengthen their engagement with companies. Ethical and sustainable investors focus…

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Net-zero is only meaningful emissions target for ESG funds

Fund managers need to push companies much harder to achieve net-zero goals, but investors do have access to realistic and…

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Selecting ethical or sustainable investment funds

Introduction Previous articles asked why ethical investment matters [1], introduced sustainable (environmental, social and governance, or ESG) investing [2]; and…

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A Target for Carbon-Neutrality

Dr Quintin Rayer and Dr Pete Walton discuss the Net-Zero Carbon 10 target and the growing importance of carbon-neutrality and…

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Climate-Friendly Investing Tools

Climate concerns have emerged as a significant theme in ethical and sustainable investing. Global warming is almost certainly the most…

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Ethical investing approaches: screening and best-in-class

Previous articles asked why ethical investment matters, gave an introduction to Sustainable (environmental, social and governance, or ESG) investing and…

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