RSS Ethical Blogs (19 articles)

Jade Summer
Edward Franks

Only Connect: Trust, Credibility and the Future of the Investment Industry

By Jade Summer & Edward Franks , WHEB Asset Management on 19 October 2012

This week WHEB Asset Management, along with partners Social Finance and Abchurch Communications, hosted a seminar under the somewhat ambitious heading of “Only Connect: Trust, Credibility and the Future of the Investment Industry”, as part of National Ethical Investment Week.


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Global | Multi-thematic, Ethical | WHEB  


The Materiality of Ethics and Ethical Funds

By Mark Hoskin , IFA at Holden & Partners on 9 October 2012 Market Blog

Anyone who has studied to be a professional accountant should appreciate the concept of 'materiality' well. Simply put materiality is that while a number may be incorrect it is not of sufficient size to worry about and spend time on and so is just left. I remember really...


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National Ethical Investment Week (14th to 20th October) needs to give ethical investors confidence

By Mark Hoskin , IFA at Holden & Partners on 8 October 2012 Market Blog

I was asked today to write a review of an ethical investor's choices today for a well known investment magazine. The investor had picked as her two fund choices which she had invested in since 2006, Artemis UK Special Situations and Invesco UK Agressive. Hmmm... Interesting and not...


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Richard Essex

ESG should become part of adviser's vocabulary

By Richard Essex , IFA on 14 September 2012

The other day I was at a launch of a new SRI product aimed at the so called 'Light Green Investor' The hosts described these potential buyers as those without burning convictions but with a feeling that they might like to do some good. I wonder however whether this factor is enough to persuade...


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Richard Essex

From the Margins to the Mainstream

By Richard Essex , IFA on 23 August 2012 Market Blog

Although growing in popularity Ethical or SRI investment is still relatively marginal in the UK.  The current figures on the EIRIS website shows that total investment in green and ethical retail funds stands at around £11bn. This compares with a total investment in retail  funds of...


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Idle Speculation may bring Resolution

By Mark Hoskin , IFA at Holden & Partners on 28 May 2012 Market Blog

This month F&C announce the second part of their strategic review, but June is also the month in which we may find out where the Aviva SRI team and the Sustainable Future fund range will end up. June could be a big month for 'ethical' funds and bring some resolution to IFAs unsure what to...


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UK | Ethical   


A shareholder spring

By Tim Dieppe , WHEB Asset Management on 3 May 2012 Market Blog

As the FT pointed out today: “shareholders are revolting, and not in the way Occupy might claim.” One positive consequence of the financial crisis is increased scrutiny of executive pay with shareholders no longer content to sit back and see executives take home excessive pay packages.


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Global | Ethical | WHEB  


Sarasin help the IFA community look beyond just financial returns

By Mark Hoskin , IFA at Holden & Partners on 2 May 2012 Market Blog

I can fully recommend taking up the offer of a meeting at Sarasin's offices. The Board room where the EIA (Ethical Investment Association) met on Tuesday must be one of the most interesting board rooms in London to have a meeting, overlooking as it does St Paul's Cathedral and the London Stock...


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Global | Ethical | Sarasin  


A great quarter for ethical stocks

By Mark Hoskin , IFA at Holden & Partners on 25 April 2012 Market Blog

Commentators and IFAs are fixated on how ethical screens impact on the risk an investor is taking and the returns he can expect as a result. At Holden & Partners our experience when looking at the UK stock market is that ethical stocks do perform differently to the stock market as a whole,...


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Oh dear what can the matter be

By Mark Hoskin , IFA at Holden & Partners on 15 April 2012 Market Blog

Henderson, Aviva, SWIP and of course F&C.... have all had strategic reviews or are in the middle of them and cutting through the PR jargon it seems 'ethical' investing is under attack. At least ethical investing as we know it. Now many of you might say, 'well who cares?' I make no judgement on...


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UK | Ethical   


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RSS  Latest blogs comments 24 comments

How Capital Markets and the West laugh in the face of carbon emissions - while looking holier than thou!

Thanks for that insight Mark. It is depressing to be reminded that hypocrisy is so rife in this...

Patrick Smyth | 1 month, 3 weeks ago | read more

Sustainability should be part of a debate on how we explain Investment Risk

Mark this is a major challenge for everybody connected to promoting SRI. UKSIF have just been...

Richard Essex | 2 months ago | read more

Al Gore's Most Important Talk Ever

Good point well made.

We need more high profile people like Al Gore to be making...

Richard Essex | 2 months, 3 weeks ago | read more

The Voluntary Carbon Credit scam goes on

I have just come across a site:

Mark Hoskin | 2 months, 4 weeks ago | read more

The Voluntary Carbon Credit scam goes on

And here is the response I received to reporting the above matter to the SFO via email. It appears...

Mark Hoskin | 3 months ago | read more

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