Worldwise Investor News -

Ten companies to watch

2013-05-09 15:45:29

Below we highlight ten companies which demonstrate the Sustainable Future investment philosophy in practice and where they sit within our sustainability matrix.*

Broken Models

2013-05-09 15:39:04

Environmental economists have long recognised that great failing of our current economic system is that natural resources are rarely assigned any value. There has been no cost associated with overfishing; wetlands and forests can be depleted without impacting GDP; and there is no cost to using our atmosphere as a CO2dump.

Google: a Sustainable Company?

2013-05-09 15:31:56

Google is a company which divides opinion within the world of Sustainability.

The Alliance Trust Investments SRI Hub

2013-05-07 13:00:00

Have your say on key sustainability issues. Alliance Trust Investments has launched an SRI hub; an industry meeting point to discuss everything from stock ideas to climate change and the Retail Distribution Review.

Consumers beware - Triodos Bank direct offer launch may be expensive to ethical investors

2013-05-07 12:00:00

The news that Triodos bank has launched two new ethical funds to the UK market should come as good news, but consumers need to be wary because while Triodos is a very well respected brand the initial costs to invest are high for those with a financial adviser, or who usually use a platform to invest. This is because Triodos have not made their two new funds available through the normal distribution channels, with Triodos bank acting as the sole distributor.

Impax Asian Environmental Markets PLC set to close

2013-05-05 09:20:21

The Board of Impax Asian Environmental Markets plc has bowed to pressure from activist shareholders to close down the investment trust. By returning money to shareholders investors in the trust will profit from reducing the difference between the share price and the company's net asset value. The following statement was released by the Board...

The collapse of solar giants and the rise of an industry

2013-05-01 14:27:39

We examine the collapse of the world's largest Chinese solar manufacturer, Suntech and what impact this might have.

Investing in global agriculture

2013-05-01 09:25:55

Agricultural resources are a significant part of our strategy and make up over 10% of our climate change investments. In fact, for the last few years, weather disruption has been the biggest single factor in keeping grain inventories low and consequently prices high.

Latest acquisition to boost the ethical investment market

2013-03-20 05:00:00

Royal London strikes a deal worth £220m for Co-op's life insurance and asset management arms, including the takeover of 5 sustainable screened funds, enhancing its offerings in the socially responsible investment market.

Human Rights: Human Wrongs

2013-02-26 12:21:22

Ecclesiastical's recent Amnity Insight report "Human Rights: Human Wrongs" examines human rights as an emerging corporate risk and what businesses should do to address this.

Behind the Fund: Schroder Global Climate Change Fund

2013-01-29 12:03:08

Simon Webber, Fund Manager of the Schroder Global Climate Change Fund tells us that efforts to tackle climate change will be the next industrial revolution and that investors can tap into this trend.

Marlborough close Malborough Ethical Fund

2013-01-23 16:05:40

The Malborough Ethical Fund was launched on 21st October 2005 and after 8 years Malborough have announced that they will close the fund on the 31st January 2013 and recommend investors seek financial advice.

2013: A year in global climate change

2013-01-23 14:12:17

2012 has been yet another year of extreme natural weather. However, international policy progress to limit climate change has been meagre at best and as a result we believe adaptation is a rising theme.

Will evidence and science encourage robust climate change policies?

2013-01-23 14:06:56

Following the Doha climate change conference, this month news flow has focused on the 2012 track record of extreme climate conditions and their potential link to climate change.

Feeding the world: the crisis, risks and opportunities.

2013-01-22 13:37:35

The Food and Agriculture organisation estimates that $83 billion per annum needs to be spent over the next 30 to 40 years in order to actually meet the population’s food requirements by 2050. But the need for solutions that are both sustainable and ethical is increasingly required. We ask Ecclesiastical Invesment Management how they see the future of investing in such solutions and why it's critical.

Watch the video: 2012 Climate Change and Ethical Investment Awards

2013-01-22 12:00:00

Watch the video of the 2012 Climate Change and Ethical Investment Awards and get an insight into predictions for the coming year.

Behind the Fund: IM WHEB Sustainability Fund

2013-01-22 08:34:02

We caught up with Clare Brook (pictured right of photo), founding partner of WHEB Asset Management to find out about new developments in the fund and why it's a good investment.

Sustainability 'megaforces' impact on business will accelerate

2013-01-14 09:51:01

The resources on which business relies are becoming more difficult to access and more costly. Changing patterns of economic growth and wealth are likely to strain infrastructure and natural systems. The unpredictable results of a changing climate will affect physical assets and supply chains and businesses can expect an ever more complex web of sustainability legislation and fiscal instruments.

Fracking for shale gas gets the go ahead

2012-12-13 10:21:59

The controversial practice of fracking for shale gas has now been given the green light by the government.

Wishing you all a very Merry Christmas!

2012-12-12 16:22:57

To all our readers, we wish you all a very Merry Christmas and a prosperous New Year!

Key Investment Themes Low Carbon Fossil Fuels

2012-12-11 09:53:00

With gas such a crucial fuel in the transition to a low carbon economy Schroders talk about how this will affect the climate change strategy.

Carbon emissions reductions way behind schedule

2012-12-11 09:53:00

A PWC study this month calculates that the global carbon intensity improvement required to meet a 2°C warming target has now risen to 5.1% a year, from now to 2050.

Science and policy developments: Climate change and food, the on-going saga

2012-10-31 10:00:00

In our October newsletter we focus on pressure on food supplies – how this is being impacted by climate change and EU concerns about price hikes.

Triodos Bank tops survey of online savings accounts and it's ethical too!

2012-10-30 11:04:58

At a rate of 2.5% for an online savings account Triodos, with its ethical mandate, is currently as competitive as most of the main stream banks, such as ING, Santander and Nationwide. The account has a minimum of £1 and no notice period according to moneyfacts. Why wouldn't you go ethical?

Cheviot and Quilters in Merger Talks

2012-10-26 10:20:00

There was surprise Wednesday morning in the offices of Cheviot that the story had leaked from Quilters that the venture capital house Bridgepoint are looking to add Cheviot to their purchase of Quilters earlier this year. The merger would add £4bn of assets at Cheviot to the £8bn that Quilters have creating a much bigger player in the wealth management space. But what is the implication for the Cheviot Climate Assets Fund?

Press Release: Osmosis launch their next fund the MORE World Resources Efficiency Fund

2012-10-24 10:32:57

Osmosis whose Osmosis Climate Solutions fund closed in September 2011 after a deal with Legal & General which relaunched it as the L&G Global Enterprises fund, have just launched a new fund. The aim is to deliver superior returns by identifying resource efficiency in public equities. The following is a copy of their press release...

An Interview with the team behind the new Ethical UK Equity Income Fund

2012-10-22 12:00:00

A much needed boost has been given today to the Ethical UK equity income sector by the re-launch of Castlefield's UK Equity Income fund, renamed the B.E.S.T Income Equity fund, as an ethical fund. In December 2011 Henderson Global Investors said that ethical and equity income could not be done anymore, but Simon Holman and John Eckersley of Castlefield Investment Partners see it very differently.

Timber - the long term trends

2012-10-18 09:52:40

Growing economic and demographic pressures look set to impact on the supply and demand of timber, making it an appealing investment opportunity for the future. At a time when equity investments appear volatile, timber can now make up a reassuringly steady part of a portfolio.

Press Release: New Ethical Equity Income Fund Wins Resounding Vote of Confidence

2012-10-16 18:15:51

After less than three months since investors gave the green light to the re-launch of the ConBrio BEST Income Fund on 18th July, which saw the fund become one of a select band of ethically invested UK Equity Income funds, the Investment Advisers to the fund, Castlefield, report that funds under management have already increased by 70%, with more cash known to be heading in their direction.

UK Ethical Funds outperform since Lehman's collapse

2012-10-16 08:49:47

The financial crisis was caused in part by a moral crisis in society, in which governments made promises they could not keep and bankers sold products to people they didn't understand, to fill their own coffers. In National Ethical Investment Week it is perhaps poetic justice that ethical funds in the UK have done better than the FTSE 100 (as demonstrated by the L&G FTSE 100 tracker) and we feel it is something that you should know about.

Press release: The Environment is the top ethical issue

2012-10-15 12:34:58

The latest results from Worldwise Investor suggest that the environment is the biggest ethical issue amongst ethical investors.

Our survey says - the environment is the top ethical issue!

2012-10-15 09:30:26

The latest results from Worldwise Investor suggest that the environment is the biggest ethical issue amongst ethical investors and highlights why new fund launches have tended to come with minimal social screens, but instead focus on the positive impact investment can have.

Happy Birthday to Worldwise Investor -1 year old!

2012-10-15 08:00:00

It's Wordwise Investor's first birthday this week!

The highs and lows of the ethical and green investment market 2012

2012-10-10 09:18:35

Today, in time for National Ethical Investment Week (NEIW12) we have released the latest Worldwise Investor report which highlights the highs and lows of the ethical and green investment market in the first half of 2012. It has been a good time for ethically screened funds in the UK and Investment Houses have seen signficant swings in Assets Under Management.

Take the ethical investor survey to win a box of Laithwaites gold standard wine!

2012-09-26 14:40:45

Win a fabulous box of mixed or single colour Gold Standard wine from Laithwaites to enjoy over Christmas or to celebrate with colleagues in a well deserved toast (1 in a 100 chance!!). All you have to do is register with Worldwise Investor and take the investor survey!

Looking for responsible and sustainable investment funds? What you won't find on a factsheet!

2012-09-26 13:09:26

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.

Timber - a more sustainable solution

2012-09-25 10:00:00

Global population and consumption growth mean that pressure on the planet's resources is building all the time. Sustainable, renewable alternatives are few and far between, but the benefits from using timber make it a serious contender for future investment.

Schroder's science and policy updates for September

2012-09-24 15:41:40

Studies continue to reinforce the risks of climate change to the global food supply as extreme US weather dominates headlines. We look at the importance of the Arctic ice cap as the melt passes the previous 2007 record. Encouragingly, national and regional carbon pricing scheme projects continue to push ahead despite economic constraints.

Government to pay householders to generate heat from renewable sources

2012-09-24 14:44:28

The government is considering paying householders that generate their own ‘green’ heat such as air and ground-source heat pumps, biomass boilers and solar thermal panels.

US EPA greenhouse gas regulations fuel debate in presidential election

2012-09-05 09:24:34

We examine the growing divide between the two US presidential campaign's energy policy and the debate over greenhouse gas regulations.

Sarasin's Responsible Investment Research on Corporate Accountability

2012-09-03 07:00:00

Sarasin & Partners has researched and written this paper as one of a series which considers the investment implications of environmental, social and governance issues. This research provides insights into a more sustainable investment approach, with consideratiion of shareholders, society and the environment at its core.

Opportunities flow from this growth industry

2012-08-31 14:38:13

With up to $41 trillion of investment needed in infrastructure by 2030 to meet increased demand, investors need to recognise that the water industry is set for dramatic future growth.

What you need to know about Animal Testing and Ethical Funds

2012-08-25 12:06:13

Animal testing is still a key ethical criteria for investors looking for ‘ethical’ funds. It is also an area riddled with complications both for the Fund Managers and investors.

Now may be a good time to invest in water

2012-08-24 09:00:00

Private companies currently account for just 8% of the global water services market. But this figure is set to rise to 21% over the next decade.

The story of 'Closed' funds on Worldwise Investor

2012-08-20 10:46:50

You hear about fund launches but search on google for information on fund closures and it can be a sparse experience. Here we identify what has been closing on the Worldwise Investor data base, the difference between 'soft closed' funds and 'closed' funds and the potential tax consequences.

Why water is such a good investment opportunity

2012-08-15 07:00:00

Paul Gaston, Head of UK Sales at Pictet, explains why, in today's economic climate, there's never been a better time to invest in water.

Ethical funds given boost by Alliance Trust

2012-08-02 12:23:51

Today it has been announced that Peter Michaelis, the Head of Sustainable and Responsible Investment (SRI) at Aviva Investors is to move with his whole team to Alliance Trust. We caught up with him this morning to find out a little more about this move and why he feels it is the right one.

Alliance Trust swoop in to take Aviva's SRI team

2012-08-02 08:38:58

Aviva Investors and Alliance Trust Investments today announced that they have entered into an investment-advisory agreement for Aviva Investors’ £1.2bn Sustainable and Responsible Investment (SRI) funds, to be implemented by 31 August 2012. At the same time, the Aviva Investors SRI team, headed by Peter Michaelis, is moving to establish an SRI capability for Alliance Trust Investments.

Mark Hoskin, Worldwise blogger featured in New Model Adviser

2012-07-31 18:00:00

Mark Hoskin, resident blogger at Worldwise Investor, has been featured in an interview with New Model Adviser magazine.

Rio 20 a clear lack of commitment over sustainable development

2012-07-31 12:00:00

The UN conference on sustainable development “Rio + 20” marked the twentieth anniversary of the 1992 Earth Summit from which the first international convention to address climate change was agreed (among other international environmental commitments). There was a distinct lack of international commitment to address sustainable development. Instead it was left to unilateral initiatives to fill the vacuum.

New sustainable development indicators launched

2012-07-30 20:22:26

An informal consultation on a new set of sustainable development indicators (SDIs) has been launched this week by DEFRA, in an effort to develop a more effective measure of economic success than GDP.

Solar companies demand compensation for feed-in tariff cuts

2012-07-18 19:16:04

Three solar power companies have written to the government demanding £2.2 million in compensation after the feed-in tariff (FIT) incentive scheme controversy last year, which saw government cuts wreaking havoc on the industry.

Baroness Kramer brings 'Social Investment' to the 2012 Financial Services Bill

2012-07-17 11:24:23

Currently there is no recognition in financial services regulation that ordinary people might want to help good causes and not simply give their money away. Baroness Kramer, formerly MP for Richmond, is on a mission to help change this. Ironically the former Liberal Democrat MP might be the best hope for David Cameron in realising his 'Big Society' vision.

Report sets out recommendations to build investor confidence in green economy

2012-07-10 08:50:25

The Confederation of British Industry (CBI) last week launched a report urging the UK government to support the green economy with 10 key policy recommendations - from stimulating markets and cutting green tape to facilitating the flow of green financing.

Interview with Adam Frost, Head of ESG Research at Sarasin & Partners

2012-07-04 11:40:48

We meet Adam Frost who tells us what it's like to work as Head of ESG Research, why ESG is important for investors and why it matters to him as a family man.

Investing in Liquid Assets

2012-07-04 11:10:49

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.

Why IM WHEB's Sustainability fund should be considered by investors looking for a global equity fund

2012-06-28 15:39:25

At the offices of Smith & Williamson in Birmingham today, George Latham and Clare Brook presented to members of the Ethical Investment Association (EIA) on why they feel their fund, the IM Wheb Sustainability Fund is one for investors and advisers to invest in.

Mandatory carbon emissions reporting to drive investment

2012-06-26 16:52:16

Business groups and environmental NGOs hailed the UK government’s announcement that carbon emissions reporting would now be mandated for companies listed on the London Stock Exchange – some 1,600 of the UK’s largest businesses.

Oil Sands - The Issues for Responsible Investors

2012-06-26 13:18:15

There is much confusion in the investor community on Oil Sands, what they are and why there are issues around them. Here we, at Ecclesiastical, try to help investors understand the issues and outline the stance we take in our Amity funds.

Prudential close the Pru Ethical fund

2012-06-25 16:00:00

The Pru Ethical fund closed on the 8th June 2012, with investors being given the option of either receiving the liquidation proceeds from the Unit trust, or switching into the M&G Index Tracker fund. The Prudential were unable to offer an alternative ethical option.

Henderson postpone merger of Henderson Global Care Income

2012-06-21 09:30:16

A large client of Henderson has objected to the merger of Henderson Global Care Income into the Henderson Global Care Growth fund, resulting in the postponement of the merger.

Why Social or Impact Investment?

2012-06-21 04:25:49

The UK government is trying through the Big Society Capital fund to push much greater amounts of finance into helping solve many of society's social problems. A key element to Big Society's strategy is to help ordinary investors understand and be part of this investment process and last week Gavin Francis from Worthstone and Nesta launched a report entitled 'Financial Planners as Catalysts for Social Investment' into the challenges financial planners have in helping wealthy investors realise their financial and social goals.

Leaders, NGOs and business groups descend on Rio for Earth Summit

2012-06-20 12:26:21

This week, leaders, NGOs and business groups will gather in Rio to discuss how they can work together to reduce poverty, advance social equity and ensure environmental protection on an ever more crowded planet.

Unregulated Collective Investment schemes (UCIS) - Why use them and what do you need to know?

2012-06-19 12:00:00

Many of the more interesting investment opportunities in the 'green' and 'social impact' space may fall into the realms of the Unregulated Collective Investment Scheme ('UCIS'). As an investor, or adviser, you need to be aware that these exist, the regulatory restrictions around these products, and the benefits and the pitfalls. For investors and advisers it is not as simple as it may look!

LSE report informs onshore wind energy debate

2012-06-13 12:49:24

The London School of Economics (LSE) has launched a policy brief to help inform the debate about the role of onshore wind in the UK’s future energy mix. Investors and renewable energy companies will hope the paper goes some way towards calming the recent storm over wind energy, but it has yet to be seen whether local communities and green campaigners are convinced.

Behind the Fund: Sarasin EquiSar Socially Responsible

2012-06-06 12:00:00

Just after the fund's first year anniversary we talk to Adam Frost on how he came to work at Sarasin from BP after the Gulf of Mexico disaster, why 'Responsible' investing should lead to strong performance in the long term, and the unique approach and research Sarasin & Partners brings to 'Socially Responsible' investing, as well as some useful explanations about all the terminologies!

Goldman Sachs to invest $40bn in clean energy

2012-06-06 11:54:47

Goldman Sachs has announced plans to invest $40billion into green and renewable energy over the next ten years. As global energy demand continues to rise and major manufacturing countries such as China and Brazil feel the pressure to meet aggressive emissions targets, the company’s announcement was likely intended to demonstrate its leadership in the area. However, some analysts claim the announcement is more of a public relations exercise than a new initiative.

The Queen's 60 year celebrations overshadow 40 years of World Environment Day

2012-06-06 09:29:21

The bank holiday and fly by over Buckingham Palace has rather overshadowed World Environment Day in the UK and possibly across the globe. It is much easier to celebrate the 60 year reign of our Queen than it is the 40th year of World Environment Day (WED). It is rather unfortunate timing for WED from a press and news perspective, but WED needs to become as public in the future and as important.

Happy Birthday Sarasin's EquiSar Socially Responsible Fund

2012-06-01 12:00:00

Today we hope you’ll join us in wishing a happy birthday to one of our newest and most engaging funds: EquiSar Socially Responsible.

Shell investors warned about Arctic exploration risks

2012-05-30 10:00:00

Shell’s proposed drilling programme in Alaska this year is considered to be the first step by major international oil companies to exploit the final remaining frontier for off-shore resources: the Arctic. However, a recent report highlights the many questions that remain about the economic viability of Arctic projects - and the significant environmental risks that accompany them.

Water scarcity is rich in innovative investment ideas

2012-05-29 06:49:00

It seems uniquely typical of British weather that we could have the lowest water reserves since 1976 during the wettest April on record. Outside these green, pleasant and slightly damp lands however, water scarcity is a topic that warrants serious discussion and, as an Opportunity Set, is rich in innovative investment ideas.

The water scarcity driving this opportunity set is as simple as it is disturbing. A mere 2.75% of the planet’s water is fresh water, the bulk of which is bound up in ice caps and glaciers, and the remaining limited supply is not uniformly distributed.India, for example, is home to 17% of the world’s population, but has just 4% of its fresh water resources.

Energy Efficient Housing

2012-05-28 12:00:00

This month our key investment theme is energy efficient housing. We also look at Europe as it re-evaluates its climate change policies and at preparations beyond the region in the run-up to the Major Economies Forum on Energy & Climate. Once again, the latest scientific studies highlight the need to mitigate the effects of climate change.

Government green policy moves forward: Green Investment Bank, fracking and draft energy bill

2012-05-25 12:42:59

Some positive steps were taken this past week on the government’s green policy front: its Green Investment Bank officially became a company, and controversial shale gas drilling or ‘fracking’ in the UK was rejected by industry experts. However, the publishing this week of the new draft Energy Bill has prompted debate about the role of nuclear power in our energy mix, at a time when investment in renewables is desperately needed.

Green growth a vital tool for sustainable development, says World Bank

2012-05-15 08:51:39

A World Bank report urges countries to put a monetary value on their ‘natural capital’ such as their forests, water sources and coastal areas, to help ensure that the pursuit of economic growth does not occur at the expense of them. Only by monetising these resources will they be protected when growth policies are drawn up.

Sarasin hold Total to account

2012-05-10 09:00:00

Sarasin & Partners continues to achieve positive outcomes in focused engagement to protect client’s interests and shareholder value. Q1 2012 saw the conclusion of a long running engagement that Sarasin & Partners and other leading global investors have had with Total on shareholder rights.

EIRIS report reveals sustainability leaders and laggards

2012-05-09 20:55:22

Ahead of next month’s Rio+20 UN Conference on Sustainable Development, global research thinktank EIRIS has released a report assessing the sustainability performance of over 2000 global companies. The report includes a list of the 10 best-performing companies, an analysis of the biggest 50 companies worldwide, and an analysis by region and sector.

Cameron fails to convince business and environmental groups with green energy speech

2012-04-29 14:53:26

Last week, Prime Minister David Cameron addressed the third Clean Energy Ministerial (CEM3) in London, a meeting of energy ministers from more than 20 countries.

The Cochabamba Project Limited - Is it a forestry or impact investment?

2012-04-29 13:03:48

On Wednesday evening I went with a client to see a presentation on the Cochabamba Project Limited ("Cochabamba"), given by David Vincent and John Fleetwood. The investment opportunity revolves around Bolivian foresty. I have been sceptical of forestry projects to date, not able to come to terms with the risks they present to clients over time periods longer than I may be helping those clients. And while these still exist it was the social and environmental impact that Cochabamba offers which may just offset these risks for a client.

Government divisions put wind energy investment at risk

2012-04-24 14:40:11

Despite indications that public support for wind energy development is on the rise, growing political opposition to wind power has put the industry - and billions of pounds of investment - in potential jeopardy as investors rethink their plans.

Interview with Philippe Rohner (Senior Investment Manager at Pictet)

2012-04-24 12:51:21

We talk to Philippe Rohner, Senior Investment Manager with Pictet Asset Management. He tells us what's different about being a 'thematic fund manager', what helps him in his work and how he winds down after a busy week.

What is 'ESG' and how can companies profit from it?

2012-04-23 10:00:00

We find out why business's are employing environmental social governance (ESG) strategies and how this is helping them to have a postiive impact on the environment as well as their balance sheets.

Online-retail, a low carbon business model

2012-04-22 12:00:00

Schroders examines the carbon footprint of the online retail business versus the more traditional bricks-and-mortar business and assesses the potential for profit

Out of a global crisis comes a compelling investment opportunity

2012-04-18 12:00:00

There is a gloomy inevitability that the day the hosepipe ban was put in place and posters went up announcing that ‘we are in drought’, the skies darkened and the clouds gathered. Chances are, this being England, we will have months of rain, all summer events will be ruined as usual and the Olympics will be a miserable wash-out.

Is water the new oil for investors?

2012-04-17 16:11:35

We examine the current water crisis and investigate future opportunities for investment in water.

Behind the relaunched IM WHEB Sustainability fund

2012-04-17 12:00:00

Yesterday George Latham the new Managing Partner and Chief Investment Officer at WHEB Asset Managment and Tim Dieppe the new fund manager of the IM WHEB Sustainability fund came into Holden & Partners to discuss what has happened to the fund since Tim joined on the 1st April and how the fund will be managed going forward.

Green energy investment incentives fuel debate

2012-04-13 13:13:49

The EU renewable energy sector faced another setback recently as Italy announced plans to scale back its government-subsidised green energy incentives.

A quick guide to ethical and green investing

2012-04-03 16:10:13

Like the idea of ethical and green investing but don't know where to start? Here's a quick snapshot to help you on your way.

Interview with Robin Hepworth (Fund Manager at Ecclesiastical)

2012-04-03 07:10:00

We meet Robin Hepworth, he tells us why it was good to be listed on Citywire's top fund managers list. He also talks about his golden rules for consistency of performance and what strategies he avoids.

Seven socially responsible themes to invest your money in

2012-03-28 11:51:41

There's a host of ways you can invest your money responsibly: whether you're interested in investing in specific single themes such as water, agriculture, clean energy or carbon; or ones that encapsulate a number of environmentally focused themes in one fund - there are bound to be some that appeal.

Quenching the world's thirst: an investor's perspective

2012-03-26 12:00:00

Precious yet squandered. This is the precarious status of the world’s water resources, as revealed in a series of new studies by the UN and OECD.

How green will the 2012 Budget be?

2012-03-19 16:30:34

The UK Budget is to be announced on the 21st March, and will outline the government’s economic plans for the year. What can we expect in terms of environmental policy and taxes?

Review of the last Quarter of 2011

2012-03-19 14:40:43

The fourth quarter of 2011 saw a drop in assets under management (AUM) at Worldwise Investor as investors moved their money out of equities. But it was bad timing from private investors as ethical and thematic funds outperformed in the 4th quarter.

Green Alliance bring in the Germans!

2012-03-19 12:02:26

The think tank Green Alliance held a conference on the 1st of March discussing the impacts of the financial crisis on the green economy, and its impact on environmental policy.

Obama announces $1bn plan for supporting green cars

2012-03-12 11:49:46

President Barack Obama has announced the National Community Deployment Challenge, a $1bn plan to encourage 10-15 communities to create the infrastructure and incentives needed to support mass deployment of alternative vehicles.

5 ways to make your money ethical

2012-03-07 12:00:00

Here we outline a number of ways that investors can make a difference with their money. From ethical banking, saving, borrowing and investing to fairtrade products.

The Move to Sustainable Capitalism

2012-03-06 12:00:00

A report released by Generation Investment Management calls for a paradigm shift to “Sustainable Capitalism”, a system where costs will include effects on the environment, the future and all stakeholders.

Old Henderson Team Arrive to Relaunch WHEB Sustainability fund

2012-03-05 08:00:00

Today Wheb Asset Management have announced the size of their ambition and intent to become the foremost 'Sustainability' investment boutique in the UK by taking on the Investment Management team, recently let go by Henderson. Here we publish Wheb Group's full press release for the benefit of IFAs and investors alike.

Behind Pictet's Agriculture Fund

2012-03-01 10:00:00

We find out about the Pictet-Agriculture Fund: what it invests in and what it won't invest in; what makes agriculture the largest employer worldwide and where the investment opportunities lie.

Interview with Simon Webber: Schroders

2012-02-29 11:39:08

Simon Webber tells us about his daily tasks, his best stocks and what he thinks will make a real return over the next ten years. He also gives us an insight into what takes his mind off his work!

Fairtrade Fortnight Starts Today

2012-02-27 12:26:46

Fairtrade’s marketing fortnight, known as “Fairtrade Fortnight”, starts Monday 27th February, and aims to promote the brand which helps farmers in developing countries earn a fair price and farm sustainably.

Interview with David Gammond

2012-02-22 11:18:19

Time is running out for investors to benefit from both EIS and feed-in tariff legislation. From 5th April 2012 it will be no longer possible to invest in solar panels benefitting from the UK feed-in tariff. Goldfield Partners are the only Asset Manager seeking investment with an agreement in place today to purchase assets at the pre 12th December 2011 tariff rate, irrespective of the government appeal to the Supreme Court. We meet David Gammond, a lively Lancastrian, to tell us a bit about this and how he got to where he is.

Pictet Global Megatrend Selection - one for the future?

2012-02-17 12:09:02

Yesterday I listened into an interesting overview of the Pictet Global Megatrends fund. Hans Peter Porter had been disappointed with performance in 2011, but was “optimistic over the mid-term” about the fund’s prospects.

No more Henderson Global Care Income

2012-02-14 12:00:00

Today we have announced our intention to merge the Henderson Global Care Income fund into the Henderson Global Care Growth fund on 20th July 2012. This is because we feel that the strategy of combining yield in the UK together with an ethical screen is not a sustainable model in today's markets.

Henderson merge Global SRI funds

2012-02-14 12:00:00

Today we have decided to merge the Henderson Industries of the Future fund into the Henderson Global Care Growth fund. In our view there is very little difference between these two funds and thus we have decided to consolidate them utilising the slightly more stringent ethical screen of the Global Care Growth fund.

What are EIRIS doing for Henderson?

2012-02-10 16:00:47

Henderson is one of the latest in a long line of green and ethical retail fund providers to have chosen EIRIS as one of their key external ESG research providers. However, this may have resulted in raised eyebrows from those that still associate EIRIS with negative screening as Henderson’s SRI approach is well-known to be about so much more..? So perhaps it’s time to demystify the role EIRIS really will play at Henderson.

What is the size of the UK Energy challenge?

2012-02-06 15:49:46

Did you know that only 15% of our UK energy needs are catered for by Electricity? Or that the carbon intensity of our electricity supply is currently double that of oil? John Dawson from the National Grid presents to Worldwise Investor the size of the challenge!

New UK Energy and Climate Change Secretary, but what will change for Clean Energy Investment?

2012-02-06 12:23:50

Edward Davey, a Liberal Democrat MP, has replaced Chris Huhne as the Secretary of State for the Department of Energy and Climate Change (DECC). He is determined to “follow on” Huhne’s policies and priorities, and wants a green economy, green jobs and green investment.

Scientists Call for Research into Sustainable Agriculture

2012-02-06 10:22:47

Food is a problem for the world in the future for three main reasons. Firstly, the growth in population; secondly, the change in diet of a significant part of the population as they become wealthier and; thirdly, climate change which is likley to disrupt farming and productivity worldwide. But despite this it has not yet taken centre stage in world debate. Jeremy Grantham sees mass starvation as a distinct possibility in the future at the same time as Bill Gates sees this issue going off the table of world leaders.

What are 'Stranded Assets' and how might they impact on your investments?

2012-02-03 19:00:48

Our carbon bubble analysis has prompted investors to start asking who the winners and losers might be in future climate change scenarios. As people start to try and identify potential stranded assets, here are some suggestions where they might be found.

An Interview with Tessa Tennant - the mother of 'sustainable' investment??

2012-02-02 12:36:54

Tessa Tennant has been instrumental in driving 'ethical' investment forward in the UK. Here we learn that she is frustrated by the 'complacency, lack of vision and cynicism' in the investment world, how she feels like she is just 'getting into her stride', that she is about to be a granny and some of the funnier moments she had as she plotted to leave Jupiter!

Aviva SRI team to stay together with support of Aviva Investors

2012-01-31 09:42:48

I think it would be fair to say that the press leak has been unhelpful to the SRI team at Aviva investors in the last 24 hours, but the good news is that the SRI team headed by Peter Michaelis will stay together and are simply looking for a new home. Aviva Investors' have decided to focus on core areas which do not include SRI - but are keen to act in the best interests of all their clients.

Aviva strategic review puts an end to their SRI team !

2012-01-30 17:29:15

Aviva Investors' have conducted a strategic review which according to 'Wealth Manager' will involve a cut of 12% of its workforce, including the removal of the sustainable responsible investments equity desk in London.

History of Green, Ethical and Responsible Investing

2012-01-30 12:45:59

EIRIS data for 2011 shows a new high for ethical investment of £11.3bn in Green and Ethical retail funds. Worldwise Investor have put the figure as high as £21.8bn at 30th September 2011, but this includes a much wider range of thematic funds. What is not in doubt is that the amount of money in this field is growing, but this is perhaps as much a reflection of the widening scope of 'ethical' investing and the changing terminologies as a growing investor interest.

Obama promotes Clean Energy, but also Oil and Shale Gas

2012-01-30 10:34:38

In the State of the Union address last Tuesday, Obama pledged that he would “not walk away from the promise of clean energy”. This focus on clean and renewable energy, however, was joined by other pledges to increase the production of shale gas and further drilling for oil.

Interview with Claudia Quiroz from Cheviot

2012-01-26 09:42:00

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.

China is Considering a Carbon Tax

2012-01-25 12:00:00

China is considering imposing a tax on carbon emissions, bringing the largest emitter in the world into a very small group of countries with such a policy. Although this is clearly a step towards reducing emissions, critics have argued that it may be more of a political display than an environmental success.

Behind Pictet's Timber Fund

2012-01-24 08:24:00

We get a fascinating insight into Pictet's Timber Fund, what it invests in, who works behind the scenes, why you should invest in timber and some very juicy anecdotes; including one about a forester who nearly became a puma's lunch!

Interview with Stephen Lloyd: Green Investor

2012-01-20 12:00:00

We meet Stephen Lloyd who has been an investor in green funds for many years. He tells us who inspires him most and what sparked him to invest in this market.

Holden & Partners analysis suggest that 'ethical screens' do not necessarily impact on performance

2012-01-19 11:17:25

The assumption that investors in the wider market make about applying an ethical screen to an investment fund is that it has a detrimental impact on performance. Analysis produced by Holden & Partners today suggests that this is not the case and that as a result it is the ability of the fund manager that investors should focus on.

Interview with Penny Shepherd: UKSIF

2012-01-16 15:31:05

Penny Shepherd has been Chief Executive of UKSIF, the UK Sustainable Investment and Finance Association, since May 2005. Here we ask Penny about her job, how she'd persuade someone to invest ethically and what she likes to do on the weekend.

Wind Energy should remain a long term hold for green funds

2012-01-11 09:00:00

Renewable UK say that a Civitas report condemning the “folly” of wind energy relies on assumptions which do not hold. The Civitas report, written by Ruth Lea, Director of the Manufacturing Renewal Project at Civitas, claims that wind energy is a high cost solution and does not reduce CO2 emissions, because further power stations are needed to cover periods of low wind. Energy costs are a particular gripe for manufacuring industry looking for short term help, but evidence suggests that the costs may not be as high as Civitas conclude and wind energy costs may be set to fall.

We have a winner!

2012-01-10 12:00:00

Congratulations to the winner of our competition to win a box of Laithwaites Gold Standard wine.

Was the Durban Climate Conference a success for green investment funds?

2012-01-10 09:03:00

The Durban Climate Conference produced a global commitment to reduce emissions to maintain a global temperature rise of less than 2°C. The agreement seems like a great success compared to the gloomy predictions it received, but there are major drawbacks, with critics questioning the target, the agreements to meet the target, and whether those commitments will actually be upheld.

Could UK farms benefit from Climate Change?

2012-01-09 10:37:24

Recent evidence suggests that the effects of climate change could benefit UK farming. Higher temperatures could make UK farms more productive and more competitive internationally, but water scarcity remains an issue. Predictions for other countries look more bleak, particularly in dry areas.

Interview with Sue Round: Ecclesiastical

2012-01-03 17:15:00

Ecclesiastical Investment Management's Sue Round marks the first in our Meet the Manager series, giving IFAs and private investors a chance to gain an insight into the individuals managing their investments.

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

2012-01-01 01:00:00

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.

2011 Worldwise Investor Fund News Round Up

2011-12-28 12:00:00

It has been a busy year for the ethical, environmental and thematic fund universe reported on by Worldwise Investor. The year started with Henderson Global Investors adding to the SRI research team and ended with the whole team being replaced by EIRIS. The range of funds on offer has continued to expand with big Investment Houses such as Legal & General entering the market and Sarasin expanding their product range. But ultimately the fund market waits, like the whole finance industry as the year draws to a close, to see what will happen with the European debt crisis and whether a global recession is looming.

2011 World News Roundup

2011-12-27 12:00:00

This year has been packed with news and events that have shaken the world and also the fragile global economy, from the death of Osama Bin Laden and Colonel Gadaffi, to the closure of News of the World, the Arab spring and sovereign debt downgrades. Worldwise Investor recaps 2011 with a comprehensive round up of all the major headlines and events from the ethical investment calendar.

7 Ethical and Environmental New Year's Resolutions for Your Life and Your Investments

2011-12-26 12:00:00

As 2011 draws to a close, it's worth considering the ethical and environmental impact of your life and your investments, and set out a plan to improve this next year. This may include thinking about your carbon footprint, your pension fund, your consumption habits and energy use.

Happy Christmas

2011-12-25 07:00:00

All of the team at Worldwise Investor would like to wish you all a merry Christmas and prosperous New Year. 2011 has seen the launch of Worldwise Investor and we would like to thank all those involved for their continued support.

Top tips for ethical and environmental investing

2011-12-23 10:00:00

Ethical and environmental investing can be a difficult area for investors to approach. Our top tips offer a concise briefing on how to invest and what to look for in this growing sector. Setting a criteria that suits your personality along with thorough research and monitoring are key to successful investment.

How much is the UK giving to international Climate Change funds?

2011-12-19 12:00:00

The UK has recently passed the £1bn mark for donations to “Fast Start Finance”, a fund created at the Copenhagen Climate talks to which almost $30bn was pledged.

Compulsory Pensions to be rolled out from October 2012

2011-12-13 09:00:00

From 1st October onwards, all eligible workers will have to be automatically enrolled into a pension scheme. If the employer does not set up other arrangements, this will be in the National Employment Savings Trust (NEST).

Climate Change pact reached in Durban

2011-12-12 12:00:00

A Climate Change “pact” was agreed upon by over 190 countries, in the last minutes of the talks at Durban. The pact will be somewhat legally binding, which is a first for China, India and the US, although actual targets are yet to be agreed upon. Other decisions from the talks include an extension of the Kyoto Protocol, a potential Green Fund to start in 2012 and plans to set targets by 2015.

Armaments: Sarasin & Partners Responsible Investment Research

2011-12-12 11:00:00

Sarasin and Partners have produced a new research document about the armaments industry and its impact on investors. They distinguish between different kinds of arms, different ways companies can be involved in them, and current trends in the industry.

Management changes to Henderson's SRI funds announced

2011-12-12 08:00:00

Following the integration of Gartmore earlier in the year Henderson is making changes to the management of its Sustainable and Responsible Investment (SRI) range of funds. This announcement is a follow up to the news on 22nd November that the SRI team had been identified as at risk of redundancy. It is also a part of a big consolidation within the Henderson and Gartmore merged businesses.

IFAs - Register for your chance to win a box of Gold Standard wine

2011-12-06 00:00:00

Win a fabulous box of mixed or single colour Gold Standard wine from Laithwaites to enjoy over the festive period or to celebrate with colleagues in a well deserved toast. All you have to do is register with Worldwise Investor, it only takes two ticks.

What does the Carbon Plan mean for Gas and Clean Energy Investment?

2011-12-06 00:00:00

The Carbon Plan, published on 1st December, sets out a path towards the target of reducing emissions by 50% from 1990 levels by 2027. It outlines the importance of renewable energy, nuclear power, and gas, but it appears that the latter will be favoured in the short run.

Are Carbon Trading Schemes working?

2011-12-05 00:00:00

The New Zealand Government has announced today that it will be joining its Emissions Trading Scheme (ETS) with that of Australia potentially as soon as 2015. This follows a large drop in prices in carbon trading permits, which has raised the question of whether carbon markets are doing their jobs.

Will Corporate Bonds Issued by Charities Take Off?

2011-12-04 00:00:00

The first corporate bond issued by a major UK charity has been announced by Scope, a charity for the disabled. This comes at a similar time to the first anniversary of the Peterborough Social Impact Bond, which while it carries the term 'bond' in its title is a very different product. There are hopes for the expansion of both corporate bonds for charities and social investment bonds in the future, as investors look for social and financial returns together.

Positioning a sustainability fund in today's market

2011-12-02 00:00:00

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.

Energy Efficiency is the theme to focus on

2011-12-01 00:00:00

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 energy efficiency, in particular fuel efficiency, efficient lighting and process improvements.

IFAs feel that Investors need to increase exposure to Renewable Energy

2011-12-01 00:00:00

Two thirds (67%) of investment advisers think that high net worth investors need to increase their investment exposure to the renewable energy sector for the long-term and more than half (56%) for the short-term, according to an online survey conducted by Future Capital Partners (FCP).

Number of Electric Vehicles to increase despite Chevrolet Volt incident

2011-11-30 00:00:00

Many new Electric Vehicles (EVs) will be brought onto the market this year, with many more planned to be developed for the next year. There has been a recent setback for the Chevrolet Volt, whose battery has failed some tests, but the future looks strong for EVs, and the companies that support them.

Asian Development Bank warns Asia not that well prepared for climate change

2011-11-29 00:00:00

BBC News: David McCauley, climate change specialist at the Asian Development Bank warns that "recent floods in Manila and Bangkok have been a wake up call and shows that Asia is not that well prepared for climate change impacts. This is the reality going forward. These kind of events are fully consistent with what is predicted... they need to bring together the disaster preparedness community and the climate change community and takes steps like put better early warning systems in for cities" and "think about flood protection."

Snippets from George Osborne's Autumn Statement

2011-11-29 00:00:00

It is perhaps not surprising that in George Osborne's Autumn 2011 statement there were no obvious wins for the environmental lobby, given the European debt crisis and budget deficits, but there were some interesting developments announced, such as a National Infrastructure Plan and changes to planning regulations. If these initiatives are built on and are not just a political whim they may have important consequences for the environment and energy planning, which could be both positive, or negative depending on what happens and your point of view.

Leaders Meet to Discuss Responses to Global Climate Change

2011-11-28 00:00:00

Today marks the start of a two week Climate Change conference in Durban, South Africa, with political leaders from over the globe trying to work towards a global agreement to replace the Kyoto Protocol.

Citywire make Pictet Clean Energy 'Fund of the Week'

2011-11-28 00:00:00

Clean Energy is not an area which has been in the focus for most investors because of its terrible performance since the financial crisis. It is rare therfore, for a main stream commentator to pick a clean energy fund out for highlight. Pictet won such an accolade on 17th November.

How firms profit from going 'green'

2011-11-25 00:00:00

A recent article from The Economist’s Schumpeter blog highlighted that despite a lack of strict regulation and apparent dwindling of executive interest, many firms see profits in being 'green' and sustainable.

China eyes 'green' growth

2011-11-24 00:00:00

According to one of China’s advisory bodies, a net gain of more than 9.5m jobs could be made over a 5 year period with the removal of energy intensive businesses and phasing in of ‘greener’ industries and renewable energy sources.

Carbon Nation produce a climate change solutions movie

2011-11-24 00:00:00

Carbon Nation have produced an optimistic solution based documentary that shows how tackling climate change boosts the economy, increases national and energy security, promotes health and clean environment. We show below the trailer, but the full feature length video will be launched on 6th December 2011 at the Tabernacle, in Notting Hill, together with a Q&A with its Producer and Director Peter Byck.

Australia Introduces a Carbon Price

2011-11-23 00:00:00

Australia, which has been discussing the issue over recent years, has passed legislation to introduce a carbon price to be effected from 1st July 2012.

Henderson outsource SRI research

2011-11-22 00:00:00

Today Henderson Global Investors announced a change in course for their SRI investment funds with a total of £473m under management.

New Junior ISAs are a great planning tool

2011-11-21 00:00:00

The new ISA account for children under 18 are now available and are a great planning tool for parents, grandparents and family friends. There are a range of providers for these new products, which can be a cash-ISA or a “stocks and shares” ISA. Of these “stocks and shares” ISAs there are a selection of environmental and ethical funds to choose from, such as those offered by Ecclesiastical and Fidelity.

Business as usual not Good Enough for Sustainable Agriculture

2011-11-21 00:00:00

An independent group of highly regarded scientists from across the globe have released a report on the need for practices to change on a local and global level if we want to adapt to climate change, population growth, and scarcity of resources. These highlight more reasons to look at thematic investment, particularly in Environmental or Agriculture funds.

Sarasin engage with shale gas industry

2011-11-18 00:00:00

Sarasin & Partners has launched the latest paper in its Responsible Investment research series. The current piece focuses on the environmental, social and governance issues surrounding shale gas development, and what investors need to know about this industry. The paper discusses five core points outlining the investment potential, risks as well as the environmental impact.

UN declare 2011 as the International Year of Forests

2011-11-14 00:00:00

The United Nations General Assembly declared 2011 as the International Year of Forests to raise awareness on sustainable management, conservation and sustainable development of all types of forests. To celebrate this Pictet have sponsored the Timber Thesis Award launched by UNECE and FAO and put up a $10,000 prize for the best PhD thesis on sustainable forestry.

Grid parity for Onshore Wind, is it time for investment?

2011-11-14 00:00:00

Onshore wind is to become at least as cheap as the grid by 2016, according to Bloomberg New Energy Finance. Prices are expected to fall by 12% over the next five years, due to lower costs and increased production per turbine. Share prices for manufacutures of wind tubines are at new lows; if these lower prices cause a boom in the sector then it could be the time to invest.

Have you thought about wood?

2011-11-12 00:00:00

Most investors do not include forestry in their asset allocations - taking the longer term view they should. There are numerous site specific projects springing up and being offered to the UK investment community to consider. These though carry local risks over very long time periods which make investing a bit of a leap of faith. The Pictet timber fund offers investors a liquid alternative. Whichever route though an investor decides upon, the long term dynamics of this sector are very compelling.

Reminder: First State to soft close Sustainability funds this year

2011-11-11 00:00:00

This is a reminder to advisers that the First State have announced that as of the 1st January 2012 any investment into First State Asia Sustainability and First State Global Emerging Markets Sustainability will incur an initial charge of 4% of the amount invested for all investors.

The 2011 Climate Change Investment Awards Conference

2011-11-10 00:00:00

Incisive Media hosted a Climate Change investment Conference and investment Awards today at the Bloomsbury Hotel on Great Russell Street. The conference was well received and delegates were priveleged to listen to Dr David Kennedy, Chief Executive of the UK Government's Committe on Climate Change talk about the UK Government's carbon budget and the implications on policy.

China's ban on incandescent bulbs shows opportunities for investment in energy efficiency.

2011-11-09 00:00:00

The Chinese government announced, on Friday 4th November, a ban on incandescent light bulbs, to be replaced by more energy efficient lighting solutions such as Light emitting diodes (LEDs) or Compact florescent lamps (CFLs). This strong policy move falls in line with other changes worldwide and shows China’s dedication to reducing carbon emissions, lowering dependency on energy, and fighting climate change.

Press release: Ecotricity bond launch great for financing renewables, but Investors must understand the risks

2011-11-08 00:00:00

The launch of the ecobond two by Ecotricity Group Limited to retail investors is a very positive development for UK renewables and proves that even with the financial crisis and tough bank lending conditions it is possible for UK businesses to get the funding they need.

Ecotricity wins - but do investors?

2011-11-07 00:00:00

Ecotricity, a renewable energy company based in the UK, is issuing bonds for the second time direct to the public, under the name ecobond two. The company says that it will use the money to invest in renewable energy projects, mainly wind farms, and will pay a coupon of 6% per annum, or 6.5% for Ecotricity customers. But in making a decision to invest individuals need to ask what are Ecotricity not telling me?

Corporate Governance forces FTSE to consult on changing indices

2011-11-02 00:00:00

The FTSE is to consult on whether to increase the proportion of a company's shares which need to be listed on the UK market in order to be included in the FTSE indices over concerns about corporate governance.

7 billion people on the planet creates investment opportunities

2011-10-31 00:00:00

The UN have estimated that today, October 31st, is the day that the population reaches 7 billion. Experts disagree about whether this is a day to be celebrated, or that it represents the inevitability of resource scarcity and inability for the world to live within its means.

Drastic cuts to UK solar subsidies

2011-10-31 00:00:00

Following leaked government documents, it has been confirmed by the government that Solar Feed-In-Tariffs (FiTs) will be cut after the 12th of December by over 50%. The reaction from solar companies has, predictably, been negative, and they are claiming that jobs will be lost, and some companies may have to close.

What is in the FTSE4Good?

2011-10-26 00:00:00

The FTSE4Good indices were set up in 2001 for “ethical investors”, and identify as a “Socially Responsible Investment”. The multiple geographical indices exclude certain sectors including tobacco and arms and then selects using social, environmental and governance (ESG) criteria.

EIRIS brings the UN Global Compact to life

2011-10-25 00:00:00

EIRIS Convention Watch is the world’s first service to track corporate compliance with global norms and to assess how companies are addressing the specific and broader issues associated with the allegations made against them. The UN Global Compact is a voluntary corporate responsibility initiative launched by the UN with the aim of establishing global responsibility norms in business around the world.

Mock ecocide trial: 'acting' on behalf of the environment and investing in its survival

2011-10-25 00:00:00

Worldwise Investor attended the Mock Ecocide Trial on Friday 30^th September, at the Supreme Court in Parliament Square. The aim of the trial was to highlight the issue of ‘ecocide’, which is a proposed law which criminalises the destruction to an ecosystem. The act was drawn up by Polly Higgins, a British lawyer and environmental campaigner who is seeking to pressure governments to vote for her proposals if they are accepted by the UN Law commission.

National Grid provide the background to the energy challenge

2011-10-24 00:00:00

Speaking at the Worldwise Investor launch event last week, John Dawson, Head of Investor Relations at the National grid explained what the transition to a low carbon economy will mean for the production and consumption of electricity in this country. These dramatic changes have important implications for investment opportunities which many investment funds are taking note of.

Vanguard launch passively managed SRI funds

2011-10-24 00:00:00

Today Vanguard Asset Management have added UK share classes to the Vanguard SRI Global Stock fund and the Vanguard European SRI Stock fund. These are passive funds modelled on a FTSE index, and represent the only passive SRI options available to UK investors. Their very low management costs should help to make them attractive to the growing group of passive investment IFAs and investors.

Ecological crisis more dangerous than financial crisis

2011-10-17 00:00:00

Speaking at the launch of Worldwise Investor, George Latham, Head of SRI at Henderson Global Investors outlined how it was short termism in the financial markets which resulted in the fall of Lehman Brothers and the financial crisis and how this very trait is being repeated by governments and markets in relation to the environment.

Explaining Ethical Investment Performance

2011-10-14 00:00:00

Global ethically screened funds have outperformed over 5 years, but focus has been put on the underperformance of the UK ethically screened market. Why is this and is it really a case of ethics?

Worldwise Investor Launches

2011-10-12 00:00:00

We are proud to be launching Worldwise Investor today, 12^th October 2011.

Worldwise Investor.com is a free to use, information web site that provides investors, financial advisers and fund managers with a single point of reference for thematic, environmental and ethical investment funds, providing performance comparisons and related news.

Press Release: Worldwise Investor publishes 1st Quarterly report - 3rd Quarter 2011

2011-10-12 00:00:00

On the same day that Worldwise Investor launches its web site for investors, IFAs and investment managers it publishes its first market analysis, providing the latest performance and market information in the thematic, environmental and ethical investment fund market.

Generating Healthy Returns

2011-10-10 00:00:00

In c.1850, average life expectancy was 40 years – today it is 85 years¹. So count yourself fortunate to be alive today – you are likely to live twice as long as if you had lived 150 years ago or more. Medical technology has done a huge amount to improve the wellbeing of millions of people and in the process a lot of money has been made for investors in a range of Health companies.

Corruption - Sarasin & Partners Responsible Investment Research

2011-10-05 00:00:00

In an increasingly global economy, multinational companies often operate in countries which vary in the extent of corruption, cultural attitudes towards corruption, and the legal environments to address it. However, with legislation against corruption tightening, both internationally and in many individual countries, companies’ handling of potential corruption risks is increasingly under scrutiny.

M&S Ethical Fund Closes

2011-10-03 12:00:00

Marks and Spencer Unit Trust Management Limited has written to all unitholders to give them notice that the Marks and Spencer Ethical Fund is to be wound up and closed. The number of investors and size of the Fund means it is no longer viable.

Osmosis Fund closes as L&G opens

2011-09-30 00:00:00

On the 8th June Osmosis announced a tie up with L&G and launched the L&G Global Environmental Enterprises Fund to be run in the same way as the Osmosis Fund Climate Solutions. Today, Osmosis Fund Climate Solutions announced a compulsory purchase of all holdings and will cease to exist. This was the natural extension of the deal announced in June with L&G and should help Osmosis get a bigger hold in the market.

Worldwise team 'go ape' for a good cause

2011-09-27 00:00:00

On Saturday the Worldwise Investor team at Holden and Partners got a troop together and dressed up in big gorilla suits to run a hot 8K through the city of London.

Ecclesiastical win Best Ethical Provider award for third year running

2011-09-26 00:00:00

On Friday Ecclesiastical were among the winners at the Money Facts Awards at the Marriott Hotel on Grosvesnor Square.

CF Real Life Banner Fund closed at opportune time

2011-09-23 00:00:00

For those of you searching for the CF Real Life Banner fund there is a surprising lack of information. This is because it was wound up on 31st May 2011.

Equity Market pricing an orderly Greek default

2011-09-22 00:00:00

In a market update from Hans Peter Porter, fund manager of the Pictet Global Megatrend Selection fund, Hans felt that the equity markets are currently pricing in an orderly Greek default and placing a big premium on defensive stocks, such as regulated utilities, while over discounting riskier stocks, which presents an opportunity for fund managers.

The definition of thematic investing?

2011-09-20 00:00:00

Thematic investing is about identifying global economic trends, driven by politics, culture, demographics or a combination of all three. The ‘core drivers’ behind most thematic investment funds are population growth, rising wealth in the developing world, natural resource scarcity, energy security and climate change.

The ET50 and the financial crisis

2011-09-19 00:00:00

The FTSE Environmental Technology Index (ET50) is made up of the 50 largest companies with a “pure play” approach to this area. This index performed well up to 2008, but took a very sharp drop compared to other indices.

Press Release: Worldwise Investor launches 30th September 2011

2011-09-15 00:00:00

Worldwise Investor launches its environmental and ethical investment fund information and news website.

Mock Ecocide Trial Highlights Risks to Investors

2011-09-14 00:00:00

On 30th September a mock trial will take place at the Supreme Court over a case of a company inflicting ecological damage. This is to discuss the possible implications of an “ecocide” law which has been put to the UN to become the 5th Crime Against Peace.

The definition of an Environmental fund?

2011-09-08 00:00:00

An Environmental fund is a specific type of thematic fund. It is a fund which invests in companies operating in alternative energy, water purification, waste management, energy efficiency, carbon emissions, or forestry. These are the companies which are attempting to profit from environmental changes in the world driven by cultural, demographic and political change.

Jupiter Environmental Income changes course and name

2011-09-06 00:00:00

On the 19th September 2011 Jupiter Environmental Income fund will change its name to Jupiter Responsible Income fund and expand the universe of funds it invests in to include the resource sectors of mining and oil & gas.

Thematic Funds: The Risks and Returns

2011-09-05 00:00:00

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.

The definition of an SRI fund?

2011-09-03 00:00:00

History

The term SRI was introduced in the 1990s and originally meant 'Socially Responsible Investing'. It was conceived by fund managers who used ethical screens, to describe activity which went beyond the simple screening of stocks which were unpalatable to investors and as such add value over and above fund managers who were simply applying a screen to the stock market.

The definition of responsible investing?

2011-09-03 00:00:00

For Worldwise Investor, a 'responsible' fund is one that follows the UNPRI (UN Principles of Responsible Investment), which tries to encourage investment houses to put Environmental, Social and Governance issues at the heart of the investment process.

The definition of an ethical investment fund?

2011-09-03 00:00:00

In conversation, “ethical” investment is often used interchangeably with “responsible”, “sustainable” or “green” investment, a series of subjective terms which are discussed separately on this website. With regards to investment funds, however, the term is often used to refer to ethical screens and this is how we refer to the term ‘ethical’ on this site.

The definition of a green investment fund?

2011-09-03 00:00:00

In the public sphere, the term “green” implies a consideration of the environment, and investment funds that use the term in their title are often referring to this definition. However, in the 1990s it was also used to signify a fund with Ethical Screens, with “light green” having a less rigorous screening process than “dark green” funds and it is still used as such by many of these fund managers.

First State to 'soft close' Sustainability funds due to too much demand

2011-09-02 00:00:00

First State have announced that as of the 1st January 2012 any investment into First State Asia Sustainability and First State Global Emerging Markets Sustainability will incur an initial charge of 4% of the amount invested for all investors.

Aegon Asset Management UK have rebranded as Kames Capital

2011-09-01 00:00:00

Today, the 1st September, all Aegon funds were rebranded Kames with following fund name changes:

The definition of sustainable investing?

2011-08-30 00:00:00

There is no official definition of what 'sustainable' investing is. At Worldwise Investor we have not categorised investment funds under the heading 'sustainability' because there is wide discrepancy in the investment fund market as to its meaning and usage.

Sustainable development was defined in 1987, in a UN report as: “development that meets the needs of the present without compromising the ability of future generations to meet their own needs.”

Does sustainable and responsible investing come with a performance penalty?

2011-08-30 00:00:00

It is a strongly held belief among many sustainable and responsible investment (SRI) managers that environmental, social and governance (ESG) analysis enables the selection of better companies in which to invest. Our analysis confirms this – but with some important nuances.

Water and Conflict

2011-08-26 00:00:00

Water scarcity is likely to become a more important issue as we continue into the 21st century. Although over 70% of the earth's surface is water, less than 1% of this is freshwater we are able to drink. With rising population and changing living conditions in the developing world, demand for water is growing rapidly. Together with the risk of climate change limiting supply of water into the future, this could potentially lead to conflicts of water allocation.

California Leads in Vehicle Emissions Standards

2011-08-23 00:00:00

California is allowed to set its own emissions policy targets, and has used this ability to set more stringent emissions standards than the rest of the country. Other states are looking to adopt the low carbon, low emissions policies that California is pioneering, and national policies may follow. This is good news in the short run for companies providing solutions for traditional combustion engines, but the long term trend will be towards hybrid and Electric Vehicles (EVs).

Microfinance Becoming a Safer Investment

2011-08-17 00:00:00

Microfinance is the provision of financial services to those on low incomes, so they can set up their own businesses and become self sufficient. As the rate of repayment is not linked to global markets, investors may look to the area as a social and ethical investment capable of providing returns with lower risk.

Future for Desalination

2011-08-12 00:00:00

Desalination projects worldwide are set for expansion. Projects in South and West Australia are set to greatly increase capacity over the coming years and China is also planning to expand its programme. It is predicted that the desalination market will triple in value to $30bn a year by 2016, with many water investment funds likely to benefit.

BT to Move Pensions into Low Carbon Fund

2011-08-09 00:00:00

The BT Pension fund (BTPF), worth £3.7 billion, plans to move its investments into a carbon-tilted FTSE100 tracker, a Financial Times article reports. BTPF invested £100m last month, and if this is successful will move a greater amount into the fund.

Water Recycling in Australia

2011-08-05 00:00:00

Australia, as the driest inhabited continent, has to deal with water scarcity in innovative ways. Pipelines are in place to transport water from wetter regions to those in greater need of water, the treatment and recycling of water is used on a large scale, and there is an increasing focus on desalination as a solution to water scarcity issues.

U.S. Car Emissions Regulations Still Far Behind

2011-08-05 00:00:00

Rules and regulations regarding the environmental impact of travel differ widely over the globe. Even after the recent regulation changes, the US still lags behind the rest of the world with regards to emissions from travel. Global standards are tightening, and investment opportunities will arise in areas such as engine efficiency, and Electric Vehicles (EVs).

American West Faces Water Scarcity

2011-08-02 00:00:00

Las Vegas could be at risk of running out of water this century. The city and its surrounding areas pump more groundwater than is naturally replenished by snow and rainfall each year. A planned project to build a pipeline from rural Nevada to provide water to the city has just had its comment period extended as arguments are raised against it. This could have ramifications for water, agriculture, and other companies in the region.

Higher Fuel Economy Standards for the US

2011-07-30 00:00:00

President Obama has announced an increase in Corporate Average Fuel Economy standards (CAFE), which will mean higher investment in Electric Vehicles (EVs) and efficiency technology.

Prospects for Nuclear Energy Investment

2011-07-29 00:00:00

The future for nuclear energy is unclear, much depends on future technology and changes to UK and international policy. Commentators and fund managers have different approaches to nuclear energy, some perceive it as unsustainable, and others as the most viable alternative to fossil fuels. The nuclear disaster in Fukushima in March has put pressure on public opinion and costs of production, but nuclear power may still be a necessary component of a low carbon future.

Water Wastage in the UK

2011-07-29 00:00:00

Although this country is known for its rain, the South East England has the same per capita water availability as Syria, and some regions in this area are officially in drought. Our water companies, businesses and homes waste large amounts of water, and this overconsumption could lead to shortages. If water rates rise to match this shortage, industry and agriculture may suffer.

UK Energy Statistics Published

2011-07-28 00:00:00

Key statistics on energy production and consumption have been produced by the Department of Energy and Climate Change (DECC) today. Renewables had risen to 6.8% of total electricity generation in 2010, mainly from offshore wind, which had increased by 75% on 2009.

Water Scarcity Creating Investment Opportunities

2011-07-25 00:00:00

Rising population, expanding cities and higher consumption are increasing demand for our limited supply of freshwater. There is an increasing awareness of the investment opportunities surrounding the issue of water, and “Water as Seen by an Economist”, an essay by Citibank economist Willem Buiter [PDF 311.25KB] argues that water will become the “single most important physical commodity asset class”.

Is There a Carbon Bubble And Are Your Funds at Risk?

2011-07-22 00:00:00

The Carbon Tracker Initiative, a project from the NGO Investor Watch, has produced research that shows that if we stick to our global carbon budget, 80% of global declared fossil fuel reserves will be unburnable. Some investment funds, even environmental funds or green funds, may be exposed to the risks of companies being unable to use their reserves.

Electricity Market Reform

2011-07-15 00:00:00

The Department of Energy and Climate Change (DECC) released a white paper outlining changes to regulation of the electricity market. The goal of this policy is to provide certainty for low carbon electricity generation to encourage investment. The policy also aims to avoid the risk of energy shortages due to the planned closure of power stations over the next decade. Released on the 12th of July, the paper introduces a new system of Feed in Tariffs, with Contracts for Difference (FiT CfD), a Carbon Price Floor, and an Emissions Performance Standard to start coming into place in 2013.

'Paradigm Shift' in Commodity Prices

2011-07-03 00:00:00

Jeremy Grantham, chief investment strategist at GMO, highlights the green investment opportunities of increased scarcity. In his second quarterly letter of 2011 he discusses pressures on energy, metal and agriculture as a result of limited supply and increasing population and consumption.

Analyst sends Timber down

2011-06-10 00:00:00

On 2nd June Carson Block a 35 year old analyst from Muddy Waters Research released a report which claims that Sino-Forest are "aggressively committing fraud" on a scale similar in type to Bernard Madoff. At the close of business on the 2nd June Sino-forest was valued at C$14 a share, but the report sent the stock down to C$5 when the market opened on the 3rd June, impacting on the performance of Timber funds and some Agriculture funds.

Green Shoots

2011-05-25 00:00:00

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

Sainsburys say no to animal testing

2011-04-05 00:00:00

Animal Testing has been a concern to many investors for a long time, but at the point of sale in the shops this level of detail is largely ignored by the consumer.

How much is climate change increasing portfolio risk?

2011-02-26 00:00:00

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.

Changing demographics awaken sustainable investment trends

2011-01-01 00:00:00

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.