RSS Cheviot News (9 articles)

    Investing in Liquid Assets

    By Claudia Quiroz, Cheviot Asset Management on 4 July 2012 Market News

    Water and agriculture investing

    Rapidly shifting demographics in a resource constrained world are creating a number of investment opportunities across the conservation and  efficiency themes, particularly in the water industry.


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    UK, Global | Water | Cheviot   


    Manager

    Interview with Claudia Quiroz from Cheviot

    By Mark Hoskin, IFA at Holden & Partners on 26 January 2012 Fund News


    We meet Claudia Quiroz, the lead fund manager for the Cheviot Climate Assets fund. We learn how she began her career as an engineer for an industrial gases company. And how she manages to fit fund management in with being a mum, keen runner and teaching at the local church.


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    Global | Multi-thematic | Cheviot   

    Six great reasons to invest in ethical funds, environmental funds and thematic funds in 2012

    By Thomas Maskrey, Worldwise Investor on 1 January 2012 Market News

    Here's Worldwise Investor's six top reasons to invest in ethical, environmental and thematic funds (EET). We examine performance, how these funds can form part of a diversified portfolio and what the future holds for socially responsible investment.


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    | Multi-thematic, Environmental, Ethical | Pictet, Sarasin, Henderson, Schroders, Ecclesiastical, Cheviot   

    Positioning a sustainability fund in today's market

    By Claudia Quiroz, Cheviot Asset Management on 2 December 2011 Thematic News | Fund News


    Worldwise Investor had a chance to catch up with Claudia Quiroz this week to find out how you manage a fund and in particular a sustainability fund, through these uncertain and turbulent times.


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    Global | Water, Clean Energy, Multi-thematic, Environmental | Cheviot   

    Energy Efficiency is the theme to focus on

    By Claudia Quiroz, Cheviot Asset Management on 1 December 2011 Market News | Fund News

    Economic savings by better use of resources are driving investment opportunities with a focus on energy efficiency. Within the current uncertain economic and political environment with highly volatile markets, investors are turning their attention more and more to established companies with solid balance sheets, good dividend yields and a product offering that helps customers to become more efficient and competitive. As such, there are a host of opportunities coming to the fore with a focus on...


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    Global | Clean Energy | Cheviot   

    Thematic Funds: The Risks and Returns

    By Mark Hoskin, IFA at Holden & Partners on 5 September 2011 Market News

    Stock markets fell in August 2011 as the US debt ceiling crisis and the subsequent ratings downgrade shook investor confidence. Against a background of the European sovereign debt crisis and a stream of unfavourable economic data, the FTSE World index fell by 6.79% over the month. The Multi-Thematic and Environmental funds have experienced this fall at differing rates, which gives an investor an idea of the types of companies being invested in and the risks involved.


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    | Multi-thematic, Environmental | Pictet, Schroders, Cheviot   

    Green Shoots

    By Louise Fallon, Worldwise Investor on 25 May 2011 Thematic News

    In October 2010, Money Management held a discussion with a group of IFAs, Fund managers, and other experts connected with ethical and environmental investment.


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    | Multi-thematic, Environmental | Cheviot   

    How much is climate change increasing portfolio risk?

    By Claudia Quiroz, Cheviot Asset Management on 26 February 2011 Thematic News

    Wind farm

    Traditional portfolio construction considers geo-political and economic risks. Incorporating climate change risk has proven difficult given the uncertainty regarding global and regional policy to reduce emissions.


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    Global | Clean Energy, Multi-thematic | Cheviot   

    Changing demographics awaken sustainable investment trends

    By Claudia Quiroz, Cheviot Asset Management on 1 January 2011 Thematic News

    Solar power

    With the rapidly shifting demographics in the emerging markets, and in particular China, a host of opportunities are coming to the fore within the sustainable investment theme, with a particular focus on R&D and technological innovation.


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    Asia | Clean Energy, Environmental | Cheviot   

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      RSS  Latest news comments 24 comments

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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.

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