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 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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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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