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What does the recent FCA Sustainability Disclosure Requirements (SDR) discussion paper mean for UK Financial Advisers?
As Cop26 has come to a close, the conference highlighted that financial services and markets have a role in helping the economy adapt to a more sustainable long-term future. In fact the Government announced at Cop26 that they intend the UK to be the worlds first net-zero financial centre. The FCA, along with other regulators, Read more
Market Review September 2021 by John Husselbee, Portfolio Manager for the Growth, Active Value, Income and Market Portfolios Key points from the month: Range of concerns – Delta variant, elevated inflation, supply chain blockages, spiralling raw material prices, and imminent tapering – are denting sentiment US markets saw 2021’s first 5% correction but it remains Read more
In 2015 Pennine Wealth Solutions set out on a journey to create a range of model portfolios which not only produced a financial return, but also looked at how this return could have an impact on societal and environmental issues. This was not a new concept as investing positively to can be traced back to Read more
In 2016, PWS launched the Positive Pennine portfolios, which were designed using a wide variety of investments that make a social or environmental difference whilst avoiding certain areas such as fossil fuels, tropical deforestation and mining, to name but a few. A lot has happened in the last five years. On the 22nd April 2016, Read more
The Positive Pennine portfolios launched in August 2016 and have recently reached a milestone of not only turning five but having £30 million of investment under management. We think that is something to celebrate! Why I hear you ask. Positive Pennine are investment portfolios that have been designed using a wide variety of investments that Read more
We hear a lot of talk these days about ESG and Impact investing, but do we know what these two terms mean and how they differ? * Unbiased reported in April 2021 that socially responsible investing is predicted to double in 2021. Nine out of 10 investors are beginning to move their capital into ‘greener’ Read more
World Environment Day – What’s it all about, and how can the way we invest client’s money make a difference?
The 5th June is World Environment Day. Since 1974 it has been held on this date each year engaging governments, businesses and the general public to address important environmental issues. As you will have seen recently throughout the financial press, the way clients' money is invested can play a big part in addressing these issues Read more
The past 18 months has seen a dramatic rise in the popularity of Responsible Investment, and a major part of this rise has been the emergence of Environmental, Social and Governance (ESG) indices and funds tracking these indices. So, are they the future of Responsible Investing, or will their success prove to be fleeting? ESG Read more
The next issue of the Good Investment Review is now available to download. In side this issue of the review the writers explores some of the important themes surrounding Responsible Investment (RI). The review provides clarity on the terminology surrounding this style of investing, outlining how to think about and define RI, to help avoid Read more