Demand for investments that do not add to the climate crisis and other environmental, social and company governance (ESG) issues growing. They hear about these issues in the news or experience them in their lives and are looking for informed advice on ensuring their money don't make things worse.
Our definition of ‘Good Money’ is money that considers the environment and society as well as seeking a financial return. Industry terms include, ESG, Responsible, Sustainable and Impact investing. But all too often, advisers don't know how to advise on or discuss these types of opportunities.
•Reduces investment risk associated with companies that have poor ESG records, e.g. Volkswagen, Tesco, Sports Direct, Amazon and Google.
•Provides investment opportunities in growing industries e.g. renewable energy, electric vehicles, sustainable households and beauty products, eco housing and meat alternatives.
•Provides investments which match client values and concerns, fulfilling your "Know Your Customer" obligation.
“The healthy returns on ethical funds in recent years have kept my assets under management growing and growing.......and hence my income too”
Julian Parrott, partner, Ethical Futures
You can use our 'Good Money World' video and map to share with clients and discuss how investments have an impact on the world around us.
Listen to Tanya Pein of In2 Planning speak on sustainable investment for New Model Adviser (2018).
Now visit your action page for next steps!
and much more here...
Public and Investor Attitudes to ‘Good' Money 2020
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Beginner's guide to green, clean and kind money
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Women's Guide to Investing
A guide written for women, but can be used as advice for anyone, who want to start their investment journey on any income.
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Public Attitudes to 'good money' Report 2019
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