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
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
Hurricanes hit company share prices
Climate risks are often considered by environmentally aware investors. But research suggests share prices in carbon-intensive sectors may not reflect…
As featured in
Does ‘low risk’ really mean low risk?
Does ‘low risk’ really mean low risk? Previously Quintin Rayer looked at risk in financial products; with emphasis on the…
As featured in
Why benchmark selection is a form of client communication
Many advisers use collective investment funds for their clients’ investment needs. In many cases, these are managed relative to some…
As featured in
Steady as she goes: market crises require transparency and caution
Quintin Rayer advocates caution and transparency when discussing investments and market crises with clients. Although markets regularly go through periods…
As featured in
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…
As featured in
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…
As featured in
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…
As featured in
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,…
As featured in
Faith-based Investing
Dr Quintin Rayer, reflects on why people choose ethical finance and its relation to faith-based investing A range of reasons…
As featured in
How faith shapes ethical investing
A range of reasons leads investors to invest ethically. Backgrounds can form a part, perhaps individuals want to “give something…
As featured in
Introducing Sustainable “ESG” Investing
Different terms are used in ethical investing, such as responsible, sustainable or socially responsible investing. Companies are encouraged to promote…
As featured in