Sustainable investing and all things ESG

Insights, 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.

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.

Analyst Survey 2021: Race is on to achieve net zero

European companies are leading the way to net zero, according to our global survey of Fidelity International analysts. But with sustainability continuing to climb the agenda in North America and elsewhere, there is hope that other regions could catch up the following.

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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

NextWealth 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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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.

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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?

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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.

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Discover the sustainable fund options on FundsNetwork

In total, we offer over 250 sustainably-managed funds from 70 different fund groups through our platform.

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Fund partner insights

The evolution of responsible investing

Integrating ESG into fixed income portfolios

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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.