Equilibrium Financial Planning commits to total ESG investing

Only engage with ethical companies

Sophie King
clock • 1 min read

Equilibrium Financial Planning has become a signatory to the UN’s Principles for Responsible Investment (PRI) as the shift towards ESG investing continues to grow.

The move means that the Chester-based wealth management firm's sister company Equilibrium Investment Management will only invest with fund management groups that are PRI signatories by the end of 2021 and obtain an average PRI score of ‘A' or above. PRI principles include incorporating ESG issues into investment analysis and decision making processes, being active owners and incorporating ESG issues within policies and practices as well as promoting the implementation of these principles elsewhere within the investment sector.  The firm, which manages close to £1bn of assets, will als...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

Making technology work better

Katrina Lloyd
clock 03 July 2025 • 9 min read
IFAs look to boost clients' private markets exposure

IFAs look to boost clients' private markets exposure

Expect increase in stock market volatility

Jen Frost
clock 02 July 2025 • 2 min read
Winds of change: Private markets access for retail investors

Winds of change: Private markets access for retail investors

Investing in LTAFs, accessibility aside, needs careful consideration

Dorian Hughes
clock 02 July 2025 • 5 min read