Friends Ivory & Sime has launched an actively-managed balanced ethical fund as part of its pooled pe...
Friends Ivory & Sime has launched an actively-managed balanced ethical fund as part of its pooled pension fund range. The socially responsible investment (SRI) fund is being aimed at pension schemes looking to apply SRI across all their investments. The fund has been developed with the Pensions Trust, Christian Aid and Oxfam, the latter two being initial investors in the fund, which now has £50m in assets. The SRI process on the portfolio uses a responsible engagement overlay, the group's process of using its influence as an investor in a company to encourage businesses to improve manage...
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