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.

Zero hours work: facing the ethical challenge

How ethical investors can show leadership by promoting a corporate social conscience. The COVID-19 pandemic has exposed the vulnerability of…

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Zeroing in on ethical working contracts

COVID-19 has exposed the vulnerability of millions of UK workers employed on zero-hours contracts. For them, self-isolation means a sudden…

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Ethical investing and the plastics pollution plague

The popular BBC One television series Blue Planet II typifies media coverage drawing attention to the environmental damage caused by…

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Climate Liability: Time to Settle up?

Environmentally focused investors often consider climate risks. However, potential liabilities for extreme weather event damages caused by carbon-intensive sector emissions…

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Investment portfolio stress-testing

Recent events have demonstrated to advisers, clients, and wealth managers that risk remains ever-present. Beyond the challenges and implications of…

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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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