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.
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
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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 client's 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 guideNextWealth ESG Tracker Report 2020
Find out the latest adviser trends on sustainable investing: how the views of investors are changing and why platforms, investment houses and financial advisers all need to adapt to this growing theme.
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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.
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Discover the sustainable fund options on FundsNetwork
In total, we offer over 210 sustainably-managed funds from 65 different fund groups through our platform.
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The evolution of responsible investing
Integrating ESG into fixed income portfolios
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Growing call for action on stranded seafarers
The Covid-19 pandemic has left thousands of maritime workers stranded at sea. More investors are now joining our campaign in calling for urgent action to address this overlooked global humanitarian crisis and preserve the long-term sustainability of global supply chains.
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Workers’ welfare – are companies putting their people first?
The world is watching how companies are treating their people in a pandemic. Woeful or wonderful? Lesley Duncan of Aberdeen Standard Investments discusses why workers’ welfare matters and the importance of good governance in a crisis.
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How ESG affects the investment process
The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. J.P. Morgan highlight the driving forces and discuss the ways in which investors can include ESG factors in their investment decisions.
Read now – 10 minsImportant 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.