We've developed our fund library so you can now undertake research on which funds are responsible and sustainable; this includes analysis on corporate responsiblity, their SRI expertise and their investment fund process.
At Worldwise Investor we believe getting a picture of how a fund is managed and set up is just as important an indicator into how a fund is likely to perform as other indicators such as past performance.
Independent Committee of Reference - does the fund employ outside experts on industry or ethical issues to provide guidance and expertise to the fund manager.
Internal consultants - such as SRI consultants, so that the analysts used are not simply looking at financial matrix but also wider issues around the environment, society and corporate governance.
External consultants - these are external SRI experts who benefit from potentially a wider and more expensive level of research into sustainable and responsible concerns.
Sustainability - does the fund manager look at how sustainable a company might be when looking at long term resource and environmental constraints.
ESG – stands for Environmental, Social and Governance factors and is a key part of the principles for responsible investment laid down by the UNPRI and indicates that a fund manager is considering in the investment process a broader range of issues that may impact future company value.
Engagement - this is about a fund manager helping companies to improve their business processes rather than simply disinvesting on ESG grounds, it is a central part of helping companies change positively, and protecting shareholder value.
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.