P1’s research and thought leadership allow us to continually improve our investment solutions for the benefit of you and your clients. Our research predominantly covers ethical investment, stress-testing and portfolio construction.
We conduct both qualitative and quantitative investment research making sure our investment solutions are leading the way. Our research is written for a broad audience from trustees and charities to financial advisers and wealth managers. The calibre of our research permits it to be published in leading industry titles across financial services and in peer-reviewed academic journals, again cementing our work as genuinely groundbreaking.
Ethical Oversight Committee
P1 has taken the unusual step of appointing an external ethical oversight committee to guide its position on ethical investment topics and policies. We are one of only a handful of wealth managers and fund houses in the UK to adopt external monitoring of this kind.
The Ethical Oversight Committee reviews ethical issues, and topics posed to them by the investment team to ensure that every fund P1 selects has robust ethical investment policies. The Committee meets regularly, engages on ethical issues, raises difficult questions and audits our process.
The Ethical Oversight Committee, combined with P1’s proprietary research, ensures that P1 selects funds that meet the highest ethical standards. It also helps us to avoid funds that are “greenwashed”, merely seeking an ethical label for marketing purposes.
Learn more about the committee
HEAD OF ETHICAL INVESTMENT
Introducing Dr Quintin Rayer
As our Head of Research & Ethical Investing, Quintin is the mastermind of our exhaustive due diligence process. He has extensive experience in quantitative fund and risk analysis and has worked for some of the biggest names in financial services. He was also the second person in the UK to earn the Sustainable Investment Professional Certification (SIPC). Besides a wealth of qualifications, Quintin has an Atmospheric Physics Doctorate from Oxford University and has applied computational models he learnt in engineering to areas of investment.
We have a fantastic supporting cast too
We have a supporting cast of research and analysis experts – each of whom holds formal qualifications in investment management and averages 12 years of investment experience. Because we care about the authenticity of our investment portfolios, we have voluntarily appointed an external ethical oversight committee to guide our ethical policies. And we are one of the only discretionary fund managers in the country to have done so. When we say ethical, we mean ethical.
Meet the P1 Team
Our Research
Ethical Investment
In our research, we look to raise awareness about the fundamental importance of ethical investment and increase familiarity with concepts and phrases such as ‘sustainable investment’, and ‘Environmental, Social and Corporate Governance’ (ESG). We also consider the various approaches used for investing ethically. At P1 investment we work hard to reflect these values in our everyday culture.
Stress-testing portfolios
Often, conventional risk measures do not fully capture all risks inherent in a portfolio, particularly under difficult market conditions. Portfolio stress testing helps identify and quantify risks within a portfolio and can reassure an investor as to how their portfolio might respond to specific market outcomes or other concerns.
Portfolio Construction
Portfolio Construction theory requires critical thought in the context of the theory of investment as applied to the management of private client funds, the tailoring of a portfolio to clients’ needs and much more. It covers topics, including Asset Classes, Asset Allocation, Modern Portfolio Theory, Capital Asset Pricing, Ethical Investing and Behavioral Finance.
We provide ethical and sustainable investment consultancy for those needing it.
Our research has featured in
Crisis management: IFAs must discuss market risks with clients
Advisers should spend more time discussing the potential effects of future crises on client investments, despite their inherent behavioral biases,…
As featured in Citywire New Model Adviser
The Fundamentals of Market Crises: Avoiding a Financial Black Hole
Advisers should be forming judgments about the likelihood of developing market crises and discussing them with clients. Although markets regularly…
As featured in
Why ethical investment is crucial and not just ‘nice to have’
In this article, Dr Quintin Rayer raises the question: “Why does ethical investing matter?”. Although ethical investment can be seen…
As featured in
An introduction to ESG investing (for advisers with ethically minded clients)
An introduction to ESG investing (for advisers with ethically-minded clients) In a previous article on ethical investment, Quintin Rayer outlined…
As featured in
Business ethics: moving beyond just compliance
Business ethics: moving beyond just compliance As a topic, business ethics moves beyond the usual focus on compliance issues and…
As featured in
Approaches to Ethical & Sustainable Investing: Screening and Best-in-Class
Approaches to Ethical & Sustainable Investing: Screening and Best-in-Class In previous articles on ethical investment, Quintin Rayer outlined why…
As featured in
Anticipating Market Crises
Quintin Rayer explores the fundamental causes of financial crises and sketches a possible approach for better managing investments. Although markets…
As featured in
What is ‘Tilting’ and ‘Influence and Engagement’ in sustainable investing?
Previously, Quintin Rayer asked why ethical investment matters, introduced sustainable (environmental, social and governance, or ESG) investing, and looked at…
As featured in
Why Ethical Investing Matters
Quintin Rayer explains why ethical investing is about more than paying lip service to corporate social responsibility. Advisers may find…
As featured in
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 at…
As featured in
Portfolio Construction Theory 2018
Quintin Rayer has authored both the 2017 and 2018 editions of the Chartered Institute for Securities & Investment (CISI) workbook…
As featured in P1
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…
As featured in