We identify companies that are suitable and unsuitable for investment according to your clients’ chosen ethical criteria. We can provide bespoke portfolio screening services on a client-by-client basis, including guidance on the selection of ethical criteria and biannual reporting on which companies are approved and excluded.
Our independent research covers companies from across the globe; and a diverse range of issues which concern ethical, responsible and sustainable investors
Advisors can access our online database of UK ethical and positive themed funds. The database aims to cover onshore funds available in the UK market (with the exception of investment trusts) that operate an investment policy with ethical, responsible and/or sustainable investment criteria. Our innovative rating system enables IFAs to cut through greenwashing and examine a fund's aims and approach.
Our Ethical Funds Database is developed with the support of:
The UN Commission on Trade and Development estimated that meeting the Goals will require USD 5-7 trillion of investment each year between 2015 and 2030. Alongside government action, the Commission has highlighted the vital role that the private sector must play in support of their attainment.
Our SDG research and analysis enables investors to participate in this process. We focus on how companies contribute to the targets which underpin the Goals, through their products and services, through financing, and in the way they conduct their operations.
The SDGs were developed primarily as goals for governments rather than companies. While many businesses are embracing them, some of the positive, sustainable activities they undertake fall outside the targets associated with the Goals. We aim to capture these under our own Positive Themes categories.
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