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 alchemy of risk (and communicating risk to clients)

In this article Dr Quintin Rayer looks at issues around risk in financial products; the forms risk may take and…

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How to select ethical funds

In this short Citywire New Model Adviser®, ‘Adviser Feature’ Quintin Rayer gives a very brief overview of some issues that…

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Ethical investing: the unlikely route to alpha?

Although some will assume that ethical and sustainable portfolios have higher risk and lower returns than their conventional counterparts, research…

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Market crises: should we discuss them more – including with our clients?

Dr Quintin Rayer discusses how even though markets regularly have periods of falling prices, financial professionals seem to focus on…

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The price of conscience: arguments for ethical out-performance

Previously, Quintin Rayer introduced sustainable (environmental, social and governance, or ESG) investing, looking at different approaches including fund selection. This…

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Investing in Extreme Weather Conditions

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

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Portfolio Construction Theory 2018

Quintin has authored both the 2017 and 2018 editions of the Chartered Institute for Securities & Investment (CISI) workbook for…

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Saving Our Seas

Quintin Rayer explores how IFAs can help preserve our planet be selecting ethical funds and encouraging companies to stop using plastics.

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Selecting funds for ethical and sustainable investment

Previously, Quintin Rayer asked why ethical investment matters, introduced sustainable (environmental, social and governance, or ESG) investing , and looked…

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Why Ethical Investing Matters

Quintin Rayer explains why ethical investing is about more than paying lip service to corporate social responsibility.

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