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.

Fossil Divestment and Engagement

Many investors are acutely aware of the risks from global warming, including sea-level rise, storm surges, droughts, wildfires, extreme heat…

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Our Continuing Journey on Ethical Investing

Following the successful launch of P1 Investment Management’s ethical investing proposition for retail clients in 2017, P1 pledged to several…

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Introducing Ethical Investing, The Private Investor

Ethical investing has become a growing area of interest in recent years, with terms like ‘sustainable’ or ‘responsible’ investing also…

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Fossil Divestment: investing to save the climate

Investors are increasingly aware of climate-related risks and one response has been divestment from fossil companies, which, by supplying fossil…

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Fossil engagement: if you won’t divest, at least do this…

Many investors are acutely aware of the risks generated by global warming, including rising sea levels, storm surges, droughts, wildfires,…

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Downside protection: how to stress-test portfolio diversification

Different aspects of portfolio stress-testing have been explored in previous articles, including general overviews; classification; detail on specific approaches; setting…

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Value-at-Risk: lets explore what it really means

Advisers need to be able to assess portfolio and fund risks for their clients. Market risk is often seen as…

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Ethical Investing and the Scourge of Plastics

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

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Stress-testing P1 portfolios

Assessing portfolio risks is never straightforward, and extreme asset moves can negatively impact portfolios in ways which may not be…

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Intelligent Conversation

The role of artificial intelligence (AI) is becoming more widely discussed in wealth management and other investment applications. In this…

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