How you can get involved with Worldwise Investor

Worldwise Investor is produced and managed by Holden & Partners, a firm of IFAs that provides financial planning and investment advice to individuals, charities, trusts and companies.

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Worldwise Investor is the UK’s first free online resource dedicated to ethical and environmental investing. The site provides investors, intermediaries and fund managers with a single point of reference for investment performance, news, thought leadership and discussion. Ethical and environmental funds (including climate-change) are becoming increasingly sought after as investors begin to recognise the growing importance of sustainable industries. This increased awareness and interest is fuelling a need for a greater breadth and depth of information and more straightforward and transparent access to key facts and figures.

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Media Coverage

• IFA Online - 18 October 2012
  Ethical funds: there have been notable performers    
• Blue & Green Tomorrow - 16 October 2012
  Ethical investors cite the environment as their primary motivation
• Financial Times - 12 October 2012
  Ethical Revolution that never quite arrived
• The Guardian - 12 October 2012
  Ethical investments: a step-by-step guide
• New Model Adviser - 27 July
  Adviser Profile: Mark Hoskin is sticking up for values at Holden & Partners
• FT Adviser - Alternative Investments, 24th October 2011
  Article, 'Ethical investing - Green funds move into the fast lane ' (Nyree Stewart), cities data from Worldwise Investor's Q3 2011 report: "Meanwhile quarterly research from Worldwise Investor (WWI), which tracks 130 thematic, ethical and environmental investment funds, shows the number of ethically-screened funds in its universe has risen from 45 in 2006 to 60. In addition, the three WWI ethical benchmarks – WWI UK Ethical, WWI Global Ethical and WWI UK Fixed Interest Ethical – currently have combined assets of £6.17bn, with the majority in the UK and Global Ethical benchmarks. Worldwise Investor claims the growth in funds in the past five years demonstrates that investment houses feel the market still has strong investor interest...".
• Investors Chronicle - The Big Theme, 24th October 2011
  Article, 'Good Returns Can Deliver' (Leonora Walters), mentions Worldwise Investor as a resource for finding out about ethical investments and the different approaches of the funds.
• The Guardian - The Observer, Ethical Money, 22nd October 2011
  Article, 'Want to invest ethically? Look to your own backyard' (Joanne O'Connell), quotes Mark Hoskin of Holden & Partners as recommending the Goldfield Solar EIS fund on the higher-end of ethical investment that feeds directly into local communities. It goes on to mention Worldwise Investor, saying, “Hoskin suggests checking how ethical funds perform on Worldwiseinvestor.com, which his firm developed. It should also debunk the myth that ethical investments don't perform well, claims Penny Shepherd, chief executive of UKSIF, the sustainable investment and finance association.”
• Financial Times - ft.com Investment Strategy, 16th October 2011
  Article, 'Green and ethical investment comes of age' (Penny Shephard), mentions the Worldwise Investor website's range of funds and their investment strategies and techniques.
• Mindful Money - Investment Insight, 12th October 2011
  Article, 'Environmental crisis: Fear financial gloom? A greater challenge lies ahead', cites Mark Hoskin's Worldwise Investor blog article: Water could be the front running theme? The article also mentions the launch of the Worldwise Investor website.
• FT Adviser - Alternative Investments, 22nd September 2011
  Article, 'Gov't review of equity markets gets underway' (Shirin Holloway), highlights the Worldwise Investor website going live in tandem with the government-launched independent review of equity markets and promotion of social responsibility in companies. The article says, "The review was launched as investment website Worldwise Investor went online, bringing thematic, environmental and ethical information to IFAs and their clients. The site has performance data for more than 120 investment funds available to UK investors and was developed by Holden & Partners in partnership with fund houses such as Cheviot Asset Management, Pictet & Cie, Henderson, Schroders and Ecclesiastical Investment Management".
• Telegraph Money - Your Money, 11th June 2011
  Article, 'Action points: How to invest ethically and still earn a healthy return' (Paul Farrow), quotes Mark Hoskin of Holden & Partners on environmental investing as saying, "Timing is everything - when will this theme turn around? Many fund managers are pointing to the renewed anti-nuclear sentiment following the Japanese tsunami as a turning point.". Mark goes on to suggest that 'if sentiment turns, the Pictet Clean Energy Fund or the Pictet Environmental Megatrends Selection fund, which diversifies across water, timber and agriculture as well as clean energy, might be worth a punt'.
• The Sunday Times - Money, 6th December 2009
  Article, 'Adviser goes green' (Vicki Couchman), quotes Mark Hoskin of Holden & Partners as saying, "Water, energy, agriculture and forestry are going to be themes that more and more people will wake up to".
• Financial Times - Investor, 14th November/15th November 2009
  Article, 'Changing climate shifts ethical investors' (Alice Ross), cites the Holden & Partners Guide to Climate Change Investment, which shows that 'climate change funds have outperformed the MSCI world index over two and three years, with some - such as Schroders Global Climate Change and F&C Climate Opportunities - outperforming over one year as well'. The article quotes Mark Hoskin of Holden & Partners as saying, "The retail investor is not getting this and I think they're going to miss out," in relation to the idea that retail investors have yet to catch on to climate change.
• City A.M., 19th November 2008
  Article, 'Take shelter from market volatility and dive into water, the oil of the 21st century' (Phil Thornton), quotes Steven Pyne of Holden & Partners as saying, "Concerns over the supply of drinking water makes this a highly relevant sector. Water, energy, agriculture and forestry are going to be themes that more and more people will wake up to".

Further information

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The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.