Professional Adviser www.professionaladviser.com Market Movers: Israel-Hamas drives investors to safe haven assets <img alt="Market Movers: Israel-Hamas drives investors to safe haven assets" src="https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog Tue, 10 Oct 2023 06:31:21 +0000 Ukraine crisis panel: Investment experts respond to key questions <img alt="Ukraine crisis panel: Investment experts respond to key questions" src="https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg" /> <p><!--summary start--> As we say at the start of this broadcast, a humanitarian crisis is unfolding in Ukraine and our thoughts are very much with the people there at this very frightening time. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions Thu, 10 Mar 2022 15:10:27 +0000 Meet the ESG Investment Influencers: The inside story with Camilla Ritchie of 7IM <img alt="Meet the ESG Investment Influencers: The inside story with Camilla Ritchie of 7IM " src="https://www.professionaladviser.com/api/v1/wps/b8c5656/dbd408e3-430b-463a-a06c-c8e8cc9c88c8/6/pa-esg-influencers-Camilla-Ritchie-roi-1-185x114.jpg" /> <p><!--summary start--> In the latest in the ESG Investment Influencers series, ESG editor Beth Brearley speaks to Camilla Ritchie, senior investment manager at 7IM <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b8c5656/dbd408e3-430b-463a-a06c-c8e8cc9c88c8/6/pa-esg-influencers-Camilla-Ritchie-roi-1-185x114.jpg https://www.professionaladviser.com/interview/4039571/meet-esg-investment-influencers-inside-story-camilla-ritchie-7im https://www.professionaladviser.com/interview/4039571/meet-esg-investment-influencers-inside-story-camilla-ritchie-7im https://www.professionaladviser.com/interview/4039571/meet-esg-investment-influencers-inside-story-camilla-ritchie-7im Tue, 2 Nov 2021 11:00:57 +0000 Partner Insight: Why advisers want to understand sustainable investing <p><!--summary start--> Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area. <!--summary end--></p> https://www.professionaladviser.com/sponsored/4010986/partner-insight-advisers-understand-sustainable-investing https://www.professionaladviser.com/sponsored/4010986/partner-insight-advisers-understand-sustainable-investing Wed, 19 Feb 2020 00:03:46 +0000 Partner Insight: Profit with a purpose <p><!--summary start--> As a growing number of advisers, pension funds and insurers start to award new business exclusively to asset managers with a responsible focus, we review how to make responsible investing work the way investors want it to <!--summary end--></p> https://www.professionaladviser.com/sponsored/4010462/partner-insight-profit-purpose https://www.professionaladviser.com/sponsored/4010462/partner-insight-profit-purpose Thu, 13 Feb 2020 00:47:39 +0000 David Coombs: Wake up! Actions speak louder than tick-boxes <p><!--summary start--> Mass reporting on ESG factors could end up backfiring, warns David Coombs, as he argues a better approach is to aim for active engagement and a deeper understanding of the companies that are invested in <!--summary end--></p> https://www.professionaladviser.com/opinion/3076509/david-coombs-wake-actions-speak-louder-tick-boxes https://www.professionaladviser.com/opinion/3076509/david-coombs-wake-actions-speak-louder-tick-boxes Wed, 29 May 2019 16:43:00 +0000 Columbia Threadneedle relaunches 'evolved' ethical fund <p><!--summary start--> Columbia Threadneedle Investments is relaunching the Threadneedle Ethical UK Equity fund with an updated investment objective and a new name. <!--summary end--></p> https://www.professionaladviser.com/news/3076441/columbia-threadneedle-relaunches-evolved-ethical-fund https://www.professionaladviser.com/news/3076441/columbia-threadneedle-relaunches-evolved-ethical-fund Tue, 28 May 2019 16:09:31 +0000 Will Oulton: For they shall inherit the earth <p><!--summary start--> Forget talk of avocado toast and endless selfies, writes Will Oulton, asset managers and advisers need to wake up to the fact millennials will look to responsible investing as ethics drive their financial choices <!--summary end--></p> https://www.professionaladviser.com/opinion/3074685/-oulton-inherit-earth https://www.professionaladviser.com/opinion/3074685/-oulton-inherit-earth Fri, 26 Apr 2019 11:32:35 +0000 Vicki Bakhshi: Five responsible investment themes to watch in 2019 <p><!--summary start--> Vicki Bakhshi identifies five themes she expects to shape the responsible investment agenda this year, offering an insight into how fund managers can engage with businesses to address such issues <!--summary end--></p> https://www.professionaladviser.com/news/3071108/-responsible-investment-themes-look https://www.professionaladviser.com/news/3071108/-responsible-investment-themes-look Fri, 15 Feb 2019 07:11:00 +0000 FCA eyes tighter stewardship and engagement standards for asset managers <p><!--summary start--> The Financial Conduct Authority (FCA) has published a set of proposals for a revamp of asset management stewardship and engagement standards, which would see the sector ramp up transparency efforts. <!--summary end--></p> https://www.professionaladviser.com/news/3070179/fca-eyes-tighter-stewardship-engagement-standards-asset-managers https://www.professionaladviser.com/news/3070179/fca-eyes-tighter-stewardship-engagement-standards-asset-managers Wed, 30 Jan 2019 17:44:30 +0000 Doctors twice as likely to invest 'ethically' - Chase de Vere <p><!--summary start--> Doctors are twice as likely as their non-medial counterparts to invest "ethically", according to advice firm Chase de Vere. <!--summary end--></p> https://www.professionaladviser.com/news/3069638/doctors-twice-invest-ethically-chase-vere https://www.professionaladviser.com/news/3069638/doctors-twice-invest-ethically-chase-vere Mon, 21 Jan 2019 11:33:00 +0000 Brooks Macdonald adds responsible investment service to platforms <p><!--summary start--> Brooks Macdonald has made its responsible investment service available through platforms, offering investors greater access to funds investing in solutions to sustainability issues or companies with strong ESG criteria. <!--summary end--></p> https://www.professionaladviser.com/news/3069428/brooks-macdonald-adds-responsible-investment-service-platforms https://www.professionaladviser.com/news/3069428/brooks-macdonald-adds-responsible-investment-service-platforms Wed, 16 Jan 2019 13:17:03 +0000 Jake Wombwell-Povey: Rising to climate change's investment challenge <p><!--summary start--> If financial advisers and their clients really want to rise to the challenges posed by climate change and make a real impact with their investments, writes Jake Wombwell-Povey, products exist that can genuinely enable them to do so <!--summary end--></p> https://www.professionaladviser.com/opinion/3069315/jake-wombwell-povey-rising-climate-changes-investment-challenge https://www.professionaladviser.com/opinion/3069315/jake-wombwell-povey-rising-climate-changes-investment-challenge Tue, 15 Jan 2019 07:00:00 +0000 ESG drives outperformance as 'social' focus begins to see gains <p><!--summary start--> Companies with improving ESG credentials have on average outperformed by 14.4% in emerging markets and 5.2% in developed markets over five years, according to a new MSCI report. <!--summary end--></p> https://www.professionaladviser.com/news/3066235/esg-drives-outperformance-social-focus-begins-gains https://www.professionaladviser.com/news/3066235/esg-drives-outperformance-social-focus-begins-gains Mon, 12 Nov 2018 17:45:24 +0000 Brooks Macdonald unveils responsible investment service <p><!--summary start--> Brooks Macdonald has launched a responsible investment service as part of its centralised investment proposition. <!--summary end--></p> https://www.professionaladviser.com/news/3064533/brooks-macdonald-unveils-responsible-investment-service https://www.professionaladviser.com/news/3064533/brooks-macdonald-unveils-responsible-investment-service Mon, 15 Oct 2018 11:58:05 +0000 Majority of retail investors rate sustainable investments - Schroders <p><!--summary start--> The majority of investors are placing more importance on sustainable investments, with three-quarters of respondents to Schroders' Global Investor Study 2018 saying this area has become more important to them in the past five years. <!--summary end--></p> https://www.professionaladviser.com/analysis/3063594/majority-retail-investors-rate-sustainable-investments-schroders https://www.professionaladviser.com/analysis/3063594/majority-retail-investors-rate-sustainable-investments-schroders Fri, 28 Sep 2018 11:26:17 +0000 Five sustainable themes to mark Good Money Week <p><!--summary start--> Ahead of Good Money Week, Peter Michaelis, Simon Clements and Neil Brown highlight five of their preferred sustainable investment themes and offer a stock to illustrate each one <!--summary end--></p> https://www.professionaladviser.com/opinion/3063562/-sustainable-themes-mark-money https://www.professionaladviser.com/opinion/3063562/-sustainable-themes-mark-money Fri, 28 Sep 2018 05:52:44 +0000 Simon Ramery: Is impact investing going mainstream? <p><!--summary start--> Social impact investment and philanthropy is already a vast sector but it is also one Simon Ramery expects will see huge growth and innovation over the next few years <!--summary end--></p> https://www.professionaladviser.com/opinion/3037112/simon-ramery-impact-investing-mainstream https://www.professionaladviser.com/opinion/3037112/simon-ramery-impact-investing-mainstream Mon, 6 Aug 2018 06:00:00 +0000 Obituary: Green investment pioneer Tessa Tennant <p><!--summary start--> One of the global pioneers of green and sustainable investment, Tessa Tennant, has died following a long illness. <!--summary end--></p> https://www.professionaladviser.com/news/3035747/obituary-green-investment-pioneer-tessa-tennant https://www.professionaladviser.com/news/3035747/obituary-green-investment-pioneer-tessa-tennant Wed, 11 Jul 2018 16:23:26 +0000 Armchair Critic: Should sustainable investing sustain your interest? <p><!--summary start--> Sustainable investing may divide adviser opinion but, argues Professional Adviser's Armchair Critic Brendan Llewellyn, building sustainability into client conversations is a good way to frame long-term relationships <!--summary end--></p> https://www.professionaladviser.com/opinion/3035744/armchair-critic-sustainable-investing-sustain https://www.professionaladviser.com/opinion/3035744/armchair-critic-sustainable-investing-sustain Wed, 11 Jul 2018 16:07:00 +0000 Kaisie Rayner: Time to unlock pension innovation on climate change risk <p><!--summary start--> The FCA's decision to consult ahead of issuing formal guidance on incorporating climate change risk into pension investment strategy is positive, writes Kaisie Rayner, but the regulator must now move swiftly <!--summary end--></p> https://www.professionaladviser.com/opinion/3035516/kaisie-rayner-unlock-pension-innovation-climate-change-risk https://www.professionaladviser.com/opinion/3035516/kaisie-rayner-unlock-pension-innovation-climate-change-risk Tue, 10 Jul 2018 06:09:00 +0000 Masterclass: How to advise clients on ethical investing <p><!--summary start--> Rebecca Jones examines how advisers can best service the needs of their ethically-minded clients. <!--summary end--></p> https://www.professionaladviser.com/feature/2300986/masterclass-advise-clients-ethical-investing https://www.professionaladviser.com/feature/2300986/masterclass-advise-clients-ethical-investing Thu, 17 Oct 2013 08:00:00 +0000 Five things clients will call you about this week <p><!--summary start--> It's our weekly heads-up on the articles your clients may have read in the national newspapers over the weekend... <!--summary end--></p> https://www.professionaladviser.com/news/2300313/-clients-about https://www.professionaladviser.com/news/2300313/-clients-about Mon, 14 Oct 2013 10:16:34 +0000 David Gauke to speak at social investment conference <p><!--summary start--> The Social Investment Academy is hosting a conference next week at which more details are likely to be revealed on potential tax investments for investing in social investments. <!--summary end--></p> https://www.professionaladviser.com/news/2300115/david-gauke-speak-social-investment-conference https://www.professionaladviser.com/news/2300115/david-gauke-speak-social-investment-conference Fri, 11 Oct 2013 12:30:00 +0000 Getting clients switched on to energy efficiency <p><!--summary start--> James Axtell, investment director in the Ingenious Clean Energy team, reveals how the environmentally-conscious investor can profit tax-efficiently. <!--summary end--></p> https://www.professionaladviser.com/feature/2167174/getting-clients-switched-energy-efficiency https://www.professionaladviser.com/feature/2167174/getting-clients-switched-energy-efficiency Thu, 12 Apr 2012 08:00:00 +0000 Playing a fair game <p><!--summary start--> Neville White, socially responsible investment analyst at Ecclesiastical Investment Management, explains what investors should take away from recent high profile corporate governance scandals. <!--summary end--></p> https://www.professionaladviser.com/feature/2165816/playing-fair-game https://www.professionaladviser.com/feature/2165816/playing-fair-game Thu, 5 Apr 2012 08:00:00 +0000 Ethics or growth? Why choose? <p><!--summary start--> Ethics or growth? Why choose? The Amity International Fund from Ecclesiastical Investment Management Limited. <!--summary end--></p> https://www.professionaladviser.com/advertisement/2119290/ethics-growth-choose https://www.professionaladviser.com/advertisement/2119290/ethics-growth-choose Fri, 21 Oct 2011 16:38:16 +0000 Taking an ethical approach <p><!--summary start--> Interest in ethical investments and Islamic finance products has soared in recent years, but the implications for independent financial advisers are far from straightforward - Maryrose Fison investigates <!--summary end--></p> https://www.professionaladviser.com/feature/2073384/taking-ethical-approach https://www.professionaladviser.com/feature/2073384/taking-ethical-approach Tue, 24 May 2011 11:54:00 +0000 An alternative way to invest ethically <p><!--summary start--> Harry Kerr, of Avalon Investment Services, discusses the benefits of social, ethical and environmental investing through discretionary fund management. <!--summary end--></p> https://www.professionaladviser.com/feature/1898350/alternative-invest-ethically https://www.professionaladviser.com/feature/1898350/alternative-invest-ethically Thu, 18 Nov 2010 08:00:00 +0000 Future Capital Partners offers renewable fuel deal <p><!--summary start--> Future Capital Partners (FCP), the £6 billion alternative investment boutique, has struictured a private equity deal that will allow UK investors to engage in the rapidly growing Renewable Transport Fuels (RTF) sector for the first time. <!--summary end--></p> https://www.professionaladviser.com/news/1591565/future-capital-partners-offers-renewable-fuel-deal https://www.professionaladviser.com/news/1591565/future-capital-partners-offers-renewable-fuel-deal Thu, 11 Feb 2010 13:59:29 +0000 Managers welcome increased funding for green sectors <p><!--summary start--> Managers have welcomed the Chancellor's commitment to further investment in renewable energy and efficiency incentives, as laid out in last week's Budget. <!--summary end--></p> https://www.professionaladviser.com/news/1341321/managers-welcome-increased-funding-green-sectors https://www.professionaladviser.com/news/1341321/managers-welcome-increased-funding-green-sectors Thu, 21 May 2009 18:08:00 +0000 S&P launches US Carbon Efficient index <p><!--summary start--> Standard & Poor's is launching a US Carbon Efficient index, the first in a series of global low-carbon indices. <!--summary end--></p> https://www.professionaladviser.com/news/1350213/-launches-us-carbon-efficient-index https://www.professionaladviser.com/news/1350213/-launches-us-carbon-efficient-index Thu, 21 May 2009 18:03:00 +0000 Global EcoTrends has survived first year wounded but intact <p><!--summary start--> Allianz Global Investors' fund manager Bozena Jankowska is the first to admit 2008 was a tough year. <!--summary end--></p> https://www.professionaladviser.com/news/1340624/global-ecotrends-survived-wounded-intact https://www.professionaladviser.com/news/1340624/global-ecotrends-survived-wounded-intact Thu, 21 May 2009 18:00:00 +0000 The clean energy economy <p><!--summary start--> John Fletcher considers the long-term gains investors can make from committing to Barack Obama... <!--summary end--></p> https://www.professionaladviser.com/news/1356867/-clean-energy-economy https://www.professionaladviser.com/news/1356867/-clean-energy-economy Mon, 30 Mar 2009 01:00:00 +0000 S&P unveils US Carbon Efficient Index <p><!--summary start--> S&P has released the first in a range of global low carbon indices, designed to meet increasing inve... <!--summary end--></p> https://www.professionaladviser.com/news/1333889/-unveils-us-carbon-efficient-index https://www.professionaladviser.com/news/1333889/-unveils-us-carbon-efficient-index Wed, 11 Mar 2009 00:00:00 +0000 Schroders Global Climate Change Fund <p><!--summary start--> With parts of Britain having been under water, forest fires in Southern Europe and the annual hurricane season hitting parts of the Caribbean and southern USA, it is increasingly hard to get away from news of climate change and how it is impacting day to day life. <!--summary end--></p> https://www.professionaladviser.com/news/1337807/schroders-global-climate-change-fund https://www.professionaladviser.com/news/1337807/schroders-global-climate-change-fund Sun, 1 Mar 2009 00:00:00 +0000 Banking failures raise corporate governance awareness <p><!--summary start--> Failures in the banking system have raised consumer awareness of corporate governance issues and will lead to investors asking considerably more in-depth questions of advisers in future, according to Co-operative Asset Management (CAM). <!--summary end--></p> https://www.professionaladviser.com/news/1354506/banking-failures-raise-corporate-governance-awareness https://www.professionaladviser.com/news/1354506/banking-failures-raise-corporate-governance-awareness Tue, 16 Dec 2008 10:06:00 +0000 The Investor Club gears up for tropical timber launch <p><!--summary start--> Alternatives specialist The Investor Club is to offer a SIPP and SASS ready investment in tropical timber which will give investors access to teak plantations in Sri Lanka. <!--summary end--></p> https://www.professionaladviser.com/news/1337584/-investor-club-gears-tropical-timber-launch https://www.professionaladviser.com/news/1337584/-investor-club-gears-tropical-timber-launch Mon, 15 Dec 2008 15:45:00 +0000 Climate Change Investment Awards shortlist announced <p><!--summary start--> The shortlists have been announced for the Climate Change Investment Awards organised by Investment Week/Professional Adviser and advisers Holden & Partners. <!--summary end--></p> https://www.professionaladviser.com/news/1340340/climate-change-investment-awards-shortlist-announced https://www.professionaladviser.com/news/1340340/climate-change-investment-awards-shortlist-announced Fri, 14 Nov 2008 07:45:00 +0000