Our Guides

Newsletter Archive – click here

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.

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

Aviva: Product Provider with useful information for advisers on ESG

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

ESG and Sustainable Model Portfolios

LGT Vestra: long established Sustainable MPS

Copia Capital Management: range of ESG Model Portfolios

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

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