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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/
ESG Accord partners with the Global Returns Project to help advisers think beyond sustainability alone in their offerings to clients.
Learn more at www.globalreturnsproject.earth.
Consultancy for Financial Planning firms:
Many firms that are implementing new procedures to accommodate ESG and Sustainable Finance advice, are also undertaking a broader business practices review. We focus exclusively on helping firms adapt in the ESG/SF space, so we list below a business that we have found who understands how ESG and Sustainable finance fits in as part of the bigger picture:
Jon Baker Consulting
Jon has helped IFA firms develop or redevelop their client and investment propositions and sits on or chairs a number of investment committees. He can help with proposition development, governance, investment research, implementation and running internal investment committees. Please feel free to contact Jon directly if you would like an initial conversation about how he could help your firm.
Telephone: 07305 064217
Email: jon@jonbakerconsulting.co.uk
Website: www.jonbakerconsulting.co.uk
LinkedIn: https://www.linkedin.com/in/jon-baker
Trade body
UK Sustainable Investment & Finance Assoc
https://uksif.org/