Sustainable investing and all things ESG
Insights, guides and fund information to aid your client discussionsWhat 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 reportNextWealth’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
2-minute watch
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 guideDiscover the sustainable fund options on FundsNetwork
In total, we offer over 310 sustainably-managed funds from 81 different fund groups through our platform.
Download fund list
Adviser guide to sustainable investing
Which factors do fund managers take into account when investing responsibly? What different investment approaches are there and do managers adhere to certain standards?
Sustainable investing glossary
A common issue cited with sustainable investing is a lack of clarity over the language used. Our glossary defines some of the more frequently used terms in this field of investment.
Sustainable investing and the advice process
Clients increasingly want to match their money with their morals. Taking account of their ESG preferences within the factfinding process is therefore good practice.
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 moreSustainable 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 moreESG: 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
The evolution of responsible investing
Integrating ESG into fixed income portfolios
Download report
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.
Lending for impact: the case for impact investing in private debt
Impact investing continues to play a pivotal role in channelling private capital towards projects and companies that can help to address key social and environmental challenges.
14-min read
Pushing for greater impact through company engagement
M&G explain by putting money to work in a purposeful way, investing in companies that are committed to solving the world’s challenges, we can aim to have a meaningful impact.
5-minute read
Phasing out thermal coal
M&G plans to phase out investments in thermal coal and that it had joined the Powering Past Coal Alliance, a coalition of governments, businesses and organisations working to advance the transition from unabated coal power generation to clean energy.
10 min-readNew to FundsNetwork?
Find out what we offer to help you build profitable and sustainable financial businesses.
Find out more