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.

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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Introducing Sustainable “ESG” Investing

Different terms are used in ethical investing, such as responsible, sustainable or socially responsible investing.  Companies are encouraged to promote…

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How faith shapes ethical investing

A range of reasons lead investors to invest ethically. Backgrounds can form a part, perhaps individuals want to “give something…

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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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