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.

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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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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Net-zero is only meaningful emissions target for ESG funds

Fund managers need to push companies much harder to achieve net-zero goals, but investors do have access to realistic and…

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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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