Our Guides

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Useful Links

Government and Regulatory info

Letter from Rishi Sunak to the FCA: https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/972445/CX_Letter_-_FCA_Remit_230321.pdf

ESG and Ethical Fund Research

Ethical Screening: ESG, Responsible and Ethical funds online database. Free to access for advisers.
https://www.ethicalscreening.co.uk/

Due Diligence

Due Diligence Solutions – services for financial advice firms and DFMs: www.duediligencesolutions.net

ESG information from Product Providers

Novia: Platform provider with dedicated section to ESG
https://www.novia-financial.co.uk/investments/esg/

Aviva: Product Provider with useful information for advisers on ESG
https://connect.avivab2b.co.uk/adviser/resources/product-support/investment-centre/esg-investing/

Legal and General IM: useful information for advisers on ESG https://www.lgim.com/uk/ad/responsible-investing/

Fidelity: Investment Manager and Platform provider with useful information on ESG
https://www.fidelity.co.uk/funds/esg-investing/

ESG and Sustainable Model Portfolios

LGT Vestra: long established Sustainable MPS
https://www.lgtvestra.com/en/financial-advisers/sustainable-model-portfolio-service/index.html

Copia Capital Management: range of ESG Model Portfolios
https://copia-esg-portfolios.novia-iq.co.uk/

Sarasin: Responsible Model Portfolios
Sarasin Model Portfolios

Brooks Macdonald:  a range of risk-rated Responsible Model Portfolios https://www.brooksmacdonald.com/investment-management/services/responsible-investment-service

PSIGMA: SRI Model Portfolios incorporating ESG      http://bit.ly/psigma-sri-page

Trade body

UK Sustainable Investment & Finance Assoc
https://uksif.org/

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