We enable advisers to identify ethical, ESG and impact driven investment funds that meet clients’ investment criteria, via our intuitive and accessible Funds Portal
Free for advisors, the database covers retail funds with a responsible investment policy, whether ethical, ESG or impact focused. Our innovative rating system enables IFAs to cut through greenwash and to determine a fund's aims and approach.
For discretionary clients, we can team with the investment manager to screen companies to the client’s criteria, including guidance on the selection of criteria and biannual reporting on which companies are approved and excluded.
Learn about the Funds Portal
Our Companies Portal provides detailed research on a wide range of ethical issues; ESG data; and sustainability assessments, including analysis of contributions to the UN Sustainable Development Goals.
Our database covers retail funds with a responsible investment policy, whether ethical, ESG or impact focused. Our innovative rating system enables IFAs to cut through greenwashing and to determine a fund's aims and approach.
Our experience enables us to understand and appreciate the nuances of responsible investment research and that one approach does not fit every client requirement. Therefore, we can offer bespoke services tailored to your needs.
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