Wealth Managers

These research articles are designed for fellow wealth manager professionals. The articles are of a more technical nature with a focus on thought leadership. They cover a broad range of topics; ethical and sustainable investment, portfolio construction to portfolio stress-testing. All our articles are first published (in print or online) in professional and industry magazines. This ensures the content meets the highest editorial standards.

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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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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Zero tolerance: net-zero carbon

Dr Quintin Rayer and Dr Pete Walton tell us how P1’s Net-Zero Carbon 10 target is helping sustainable investors to…

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Net Zero Carbon 10 – NZC10

The NZC10 target helps funds better align investment policies with carbon-neutrality, not just emissions reduction. Some emissions are allowed, providing…

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Denying the deniers – global warming is no myth

Human activity is well established as the leading cause of global warming, with cumulative carbon dioxide emissions as the primary…

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The need for carbon-neutrality

Unsustainable human activities have generated threats including climate change, associated with rising sea levels, extreme weather and flooding. Carbon emissions…

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Sustainable investing: a target for progress towards carbon-neutrality

Despite the growing sense of urgency around tackling climate change, not enough sustainable fund managers are challenging company boards on…

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Good ethics is good business

Financial professionals are familiar with regulatory compliance requirements, including policies on treating customers fairly, anti-money laundering, data protection and antibribery….

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Fossil divestment: investing against global warming

Investors are increasingly aware of climate-related risks. One response has been to divest from fossil companies, which by supplying fossil…

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