Sustainable investing and all things ESGInsights, guides and fund information to aid your client discussions
What is sustainable investment?
Sustainable investing describes strategies that invest on the basis of fulfilling and/or delivering on specific sustainability outcomes. There are many terms used to describe sustainable investing, such as responsible, socially responsible, green, ethical and impact investing. Whatever term you may use, there is no denying that investing with a conscience – where Environmental, Social and Governance (ESG) factors are important considerations – is no longer a niche area. Many more clients are now taking an active interest in just how their money is invested.
Fidelity Corporate Sustainability report
Sustainable investing is developing fast, driven by the pandemic and climate change. Read our first ever Corporate Sustainability Report published alongside our Sustainable Investing Report.Read the full report
NextWealth’s 2021 report ‘ESG Tracking Study
This study looks at implementation of ESG principles in financial advice businesses. Focusing on adviser adoption, client interest, the advice process and investment propositions in ESG investing.Read the report in full
How does ESG investing work?
Are your clients worried about climate change and how their money is invested? We explain the difference between negative and positive screening
Here you will find useful resources and tools on the basics of sustainable investing, how ESG considerations can be built into the advice process and the ESG fund options available through our platform. We also feature a wide range of fund partner insights on this rapidly growing area of investment.
Do your clients understand ESG investing?
In this client-friendly guide, we aim to decode the concept and some of the complexity around sustainable investing, to help you and your clients have better discussions around ESG.Download the guide
Sustainable investing: into the mainstream
The money flowing into sustainable investments is growing considerably – as is the number of funds. This move has been led by institutional investors but, as wider society has become more aware of environmental and social issues, retail investors have come on board too.Discover more
Sustainable investing: ESG considerations and approaches
What Environmental, Social and Governance factors are considered when managers research stocks for their portfolios? How are sustainable funds managed – do they all take the same approach to inclusions and exclusions? Are the differences important from a client perspective?Read more
ESG: A changing regulatory climate
There has been a wave of legislation and regulatory changes aimed at promoting more sustainable investing over the last few years. To date, this has predominantly impacted institutional investors but this could change. For example, the FCA have commented on investment advice and clients’ ESG preferences.Find out more
Important Information - Please note that the value of investments and the income from them can go down as well as up so your client may get back less than they invest.
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