Explore sustainability with our fund partners

SRI Services partners with many of the UK’s most highly respected and capable sustainable, responsible and ethical investment organisations.

This page brings together ‘reading and viewing’ from those companies.

The aim of this resource is to help intermediaries and others prepare for conversations with clients by exploring sustainability – and sustainable investment – topics in detail, so that we can all play our part in successfully ‘shifting the dial’ together.

Note: the information below is intended for investment professionals (not individual investors).  It does not constitute advice, recommendation or endorsement of any kind by any party.  Articles are in chronological order within each topic.

Recently added articles

• WHEB: AI: developing humanity’s superpower above all costs (12 June 2024)
• Fidelity: EU deforestation rules show biodiversity intent (5 June 2024)
• Liontrust: Investing in renewable energy infrastructure (4 June 2024)
• WHEB: Impact Report 2023 (June 2023)
• Fidelity: ESG Analyst Survey: Between targets and transition (28 May 2024)
• Aegon: Safety Net – The Threat of Cybercrime (17 May 2024)
• Janus Henderson: Responsibility Report 2023: Investing in a brighter future together (17 May 2024)
• WHEB: Navigating policy uncertainty in sustainable investing – why stock selection matters (14 May 2024)
• WHEB: Update on FCA’s Sustainability Disclosure Requirements (SDR) (7 May 2024)
• Aegon: Soapbox Snippets: April 2024 (3 May 2024)
• Triodos: Impact Report 2023 – Our impact is crystal clear (May 2024)

Agriculture & Food

•  Triodos: Food transition: redirecting funding, not plugging gaps (23 April 2024)
• Aegon: Preserving the aqua vitea – Scotch whisky’s surprising ESG story (8 September 2023)
• Fidelity: Trade Offs | Bayer: How to feed 8 billion people without ruining the planet (podcast) (14 February 2023)
• Triodos: Limited time left to avoid a global food crisis (13 October 2022)
• Aegon: The Future of Agriculture (13 October 2022)
• Stewart Investors: Investment and Sourcing through Smallholder Supply Chains (June 2022)
• CT: Searching for solutions: an update on bee-harming pesticides (17 May 2022)
• Pictet: Powered by plants: Hong Kong looks to future beyond meat (April 2022)
• Aegon: The future of food (28 January 2022)
• Stewart Investors: The magic of microbes (May 2021)
• WHEB: Deliveroo – bad timing, bad ESG or just a bad idea? (10 May 2021 )
• Pictet: Better for you, better for the planet – food after Covid (December 2020)
• M&G: UK agriculture post Brexit: targeting sustainable farming practices (4 December 2020)

Animal Issues

• EdenTree Insight: Animals, Business & Investment Neville White (23 June 2020)
• M&G on COVID-19 – The inextricable link between human, animal and ecosystem health (28 April 2020)

Arms & Weapons

• Triodos: Why we take a clear stance against investing in the defence industry (27 March 2024)
• Triodos: Investing in arms is not sustainable (13 April 2022)

Asia / Emerging Markets

• Fidelity: Field Notes: Sustainable innovations in Chinese dairy production (12 October 2023)
• Triodos: How to successfully invest in the energy transition in emerging markets? (30 August 2023)
  
• Jupiter: Notes from the Investment Floor: ESG is key to EM equities (27 June 2023)
• Fidelity: Charting China’s sustainability journey (26 June 2023)
• abrdn: Forest loss: why Asia needs to play its part in a global problem (22 May 2023)(former partner)
• abrdn: Sustainable bonds in Asia – looking beyond the label  (22 May 2023)(former partner)
• abrdn: Net zero: identifying credible transition leaders in APAC (22 May 2023)(former partner)
• Stewart Investors: A collaborative approach to engagement: Tackling Plastic Waste in India (May 2023)
• abrdn: Five reasons to invest in China – No.2 green (6 March 2023)(former partner)
• Jupiter: Monitoring progress toward net zero in emerging markets equities (8 February 2023)
• Stewart Investors: Why India: Investing in the Indian subcontinent (January 2023)
• Stewart Investors: Why India: A favourable macro environment (January 2023)
• Stewart Investors: Why India: Home to high-quality companies (January 2023)
• Triodos: Stimulating positive change in Japan (9 November 2022)
• Stewart Investors: Global Emerging Markets Sustainability strategies update (31 October 2022)
• Stewart Investors: Tackling climate change in emerging markets (13 October 2022)
• Fidelity: Why smart grid tech can help meet China’s green growth challenges (28 September 2022)
• Stewart Investors: Newsflow from China – what’s the impact? (video) (February 2022)
• Stewart Investors Why does stewardship matter in emerging markets? (6 August 2021)
• Stewart Investors Emerging markets’ new generation of tech firms (May 2021
• EdenTree: China on the world stage – what it means for responsible investors (24 March 2021)

Bonds

• Fidelity: Blue bonds – what’s all the comm-ocean? (5 April 2024)
• Triodos: Social resilience in Saxony-Anhalt and a future-proof electric grid by National Grid (14 August 2023)
• abrdn: Sustainable bonds in Asia – looking beyond the label  (22 May 2023)
• Aegon: A green bond that doesn’t need washed (24 February 2023)
• BNY Mellon: Fixed Income investors eye net zero transition (17 February 2023)
• Jupiter: Notes from the Investment Floor: A premium on sustainable assets? (20 January 2023)
• Fidelity: Pitfalls of Green Labelling (30 November 2022)
• Triodos: Why not all companies can issue a green bond (21 November 2022)
• M&G: There’s no free lunch in green bonds… or is there? (20 October 2022)
• Fidelity: The sleeping giant: Bond investors and the fight against climate change (part two) (14 June 2022)
• Rathbones: Akademia: Futureproofing fixed income investments (May 2022)
• Jupiter: Notes from the Investment Floor: A ‘lightbulb’ moment for green bonds (17 March 2022)
• Pictet & IIF: Bonds that build back better (February 2022)
• Sarasin: The coming sustainable bond revolution (5 July 2021)
• Triodos Five important questions about impact bonds (20 April 2021)
• Triodos A word of warning to green and social bond buyers (3 November 2020)
• Triodos A call on governments: now is the time to issue green and social bonds (21 August 2020)
• M&G Sustainable investors, it’s time to talk about Transition bonds (6 July 2020)

Brexit

• WHEB: A new era for London and Brussels (11 January 2021)

Climate Change

• Triodos: Engaging to reduce GHG emissions (23 April 2024)
• Liontrust: Investing in companies that will drive decarbonisation (29 February 2024)
• WHEB: Time to Adapt – The reasoning behind WHEB’s new sub-theme: Climate Adaptation (24 January 2024)
• Liontrust: Sustainable Investment Conference 2023 – Investing in the Climate Transition (24 November 2023)
• Aegon: When it comes to climate policy, consistency matters (28 September 2023)
• Fidelity: Why good ocean health is critical to tackling climate change (18 August 2023)
• Aegon: Carbon capture and storage: Friend or foe? (15 August 2023)
• BNY Mellon: Investors eye climate transition opportunity (24 July 2023)
• abrdn: The Sustainability Inspires Podcast – Positive tipping points (24 May 2023)
• abrdn: Climate Crisis: 5 Ways To Close The Credibility Gap (11 May 2023)
• Aegon: Earth Day 2023: Nature is a key partner in the fight against climate change (20 April 2023)
• Aegon: Earth Day 2023: Climate ABC as easy as 1.5 degrees (20 April 2023)
• BNY Mellon: Fixed Income investors eye net zero transition (17 February 2023)
• Jupiter: Monitoring progress toward net zero in emerging markets equities (8 February 2023)
• BNY Mellon: What does Net Zero mean for portfolios? (17 January 2023)
• WHEB: 2022 carbon commitments review and 2023 goals (13 January 2023)
  
• Jupiter: Building resilience with climate adaptation opportunities (16 November 2022)
• abrdn: Climate transition plans: building a framework to assess corporate credibility (7 November 2022)
• Stewart Investors: Tackling climate change in emerging markets (13 October 2022)
• WHEB: The UK: All change at the top  (10 October 2022)
• abrdn: Breakfast Briefing: Tackling net zero challenges (4 October 2022)
• PIMCO’s Net Zero Framework to Decarbonize Bond Portfolios (29 September 2022)
• WHEB: Is air conditioning a solution to heat waves? (8 August 2022)
• Stewart Investors: Climate Report 2021: the race to zero (2022)
• Jupiter: Carbone Sans Frontières: action on carbon leakage (16 May 2022)
• Jupiter: Investing in solutions to climate change (5 May 2022)
• Pictet: Winds of change (April 2022)
• Jupiter: The journey to net zero: how we analyse bond issuers’ carbon footprints (17 February 2022)
  
• BlueBay: Carbon for beginners (November 2021)
• Jupiter: Methane Cut Pledge Is Big Boost for Transition to Net Zero (24 November 2021)
• Jupiter: Water, water, everywhere (18 November 2021)
• Liontrust: 1.5 Degree Transition Challenge – Engagement Update  (November 2021)
• abrdn: Net Zero Directed Investing: what it means for us (1 November 2021)
• abrdn: A low-carbon portfolio by itself won’t save planet Earth (October 2021)
• M&G: Carbon capture – no longer a pipe dream? (28 October 2021)
• WHEB We’ve been warned – climate crisis and weak links in the supply chain (5 October 2021)
• WHEB Code Red from the IPCC (18 August 2021)
• WHEB Extreme weather – a wake-up call on climate mitigation and adaptation (10 August 2021)
• Janus Henderson Climate emergency but the investment industry can make a difference (August 2021)
• Sarasin: IPCC report webinar (11 August 2021)
• Triodos Climate change statement (18 June 2021)
• WHEB: Delivering carbon reductions – moving beyond the targets (20 July 2021)
• Triodos: Pledges for 2050…but what is the short and midterm plan: (15 July 2021)
• Rathbones: Saving the world, one degree at a time (7 April 2021)
• Sarasin: Why thematic investing must include climate considerations (8 February 2021)
• WHEB: Accelerating the transition to net zero (23 January 2021)
• WHEB: Why 2021 will be such a critical year for the climate (23 January 2021)
• abrdn: Climate Action Series – Session 1. A climb against time to net-zero (2 December 2020)
  
• WHEB: There are decades where nothing happens, and there are weeks where decades happen (2 December 2020)
• Pictet: Climate change and emerging markets after Covid-19 (December 2020)
• Aegon: The green tsunami to come… (13 November 2020)
• M&G: The Climate Challenge: taking the temperature (12 June 2020)
• Sarasin: Open letter to the IEA seeks clear leadership on key climate goals (29 May 2020)
• M&Gs approach to Climate Change (April 2020)
• Emma Howard Boyd Environment Agency Chair  YouTube video keynote speech at our 2019 event (please ‘subscribe’ to our YouTube channel)
• Why Climate Change Matters to investors’ – Lord Deben at our 2018 event  (YouTube video – please  ‘subscribe’ to our channel)

COP 28

• WHEB: What the outcomes of COP28 mean for WHEB’s investment strategy (24 January 2024)
  

COP 27

• WHEB: COP27 – more of a floor than a ceiling (7 December 2022)
  
• Janus Henderson: COP27 – 10 key takeaways for investors (18 November 2022)
• Aegon: The Future of the Planet (11 November 2022)
• abrdn: The ‘Implementation COP’ – ongoing thoughts & insights via Linkedin (November 2022)
• Fidelity: Key themes expected to dominate at COP 27 – webcast (31 October 2022)
• abrdn: COP27 – Mind the gap! (11 October 2022)

COP 26

• Jupiter: Notes from the Investment Floor: What was achieved at COP26? (18 November 2021)
• Jupiter: COP26 Citywire microsite (November 2021)
• Jupiter: COP26: Down, Not Out (16 November 2021)
• M&G: COP26: what does climate transition mean for markets?  (8 November 2021)
• Fidelity: COP26 is a make-or-break moment for cutting emissions at speed (29 October 2021)
• M&G: Countdown to COP26 (25 October 2021)
• Jupiter: COP 26: What to expect from climate change’s key event (19 October 2021)

COVID-19

• M&G:
  • A green light on ‘building back better’ (7 July 2020)
  • Can impact investing be at the centre of the recovery? (June 2020)
  • Impactful responses to Covid-19 (15 April 2020)
  • Should we still talk about ESG? (1 April 2020)

• Sarasin & Partners:
  • Reopening the world in a deeper shade of green – Guy Monson (29 May 2020)
  • Global Markets video update: A deep recession is certain… Guy Monson (May 2020)
  • Three reasons for caution today but opportunity tomorrow (24 April 2020)
  • CIO Guy Monson video update (27 March 2020)
• Triodos:
  • Sandmen of the pandexit (5 July 2021)
  • The pandemic: an opportunity for women and financial inclusion (6 May 2021)
  • Nurturing the green shoots (9 April 2021)
    
  • Has the pandemic affected how people view investments? (19 March 2021)
  • Vison paper: Different choices, new opportunities – The Investment landscape in a (post) COVID-world (6 November 2020)
    
  • Q3 Outlook – Current system unable to heal coronavirus scars (15 July 2020)
  • It’s time to deep clean our economy (29 June 2020)
  • Mixed impact and common goal after COVID-19 (17 June 2020)
    
  • We need to bounce forward, not back (24 April 2020)
  • Coronavirus unveils fragility of economic system (16 March 2020)
• WHEB:
  • The role of home health in the pandemic and beyond (26 October 2021) 
  • Governance of technology and COVID-19 (14 April 2021)
  • The broad spectrum of healthcare technologies helping to get us out of this pandemic (11 March 2021)
  • This world belongs to the strong my friend (8 September 2020)
    
  • Q1 2020 is now assured a place in financial markets history (28 April 2020)
  • Coronavirus contagion: A lockdown on leverage? (9 April 2020)
  • This year’s new killer (13 February 2020)

Disruptive Innovation

• Edentree: Enablers and embracers of disruptive innovation (30 June 2020)
• Edentree:  Disruptive innovation – 5 week blog series with Thomas Fitzgerald
  • Week 1: Disruptive innovation accelerates at times of crisis (14 May)
  • Week 2: What is disruptive innovation and why do we want to talk about it? (21 May)
  • Week 3: What is driving disruptive innovation? (28 May)
  • Week 4: Disruption within industries (4 June)
  • Week 5: How we look for disruptive innovation within our portfolios (11 June)
    

Economy

• Triodos: How can we limit our economy’s dependence on growth? (26 November 2023)
• Jupiter: Notes from the Investment Floor: The mood music is starting to lift (2 March 2023)
• abrdn: Global Economic Outlook: a perfect storm (23 September 2022)
• Jupiter: Environmental risks dominate the outlook for the next decade (14 February 2022)
• Triodos: Reset the data (30 June 2021)
• Triodos: The importance of post-growth thinking (11 June 2021)

Energy

• Liontrust: Investing in renewable energy infrastructure (4 June 2024) NEW
• WHEB: Schneider Electric – spurring decarbonisation (12 April 2024)
  
• Triodos: Repowering and energy storage drive the energy transition (10 April 2024)
• Pictet: Don’t underestimate the energy transition (March 2024)
  
• Liontrust: Sustainable Investment Conference 2023 – Cleaner Electricity, a Greener Grid (24 November 2023)
  
• WHEB: The impact of conflict in the Middle East on clean energy transition (13 November 2023)
• Triodos: Negative sentiment around renewables is completely overblown (9 November 2023)
• WHEB: Putting the backbone into a renewable energy future (12 September 2023)
• Triodos: How to successfully invest in the energy transition in emerging markets? (30 August 2023)
  
• WHEB: Why the HVAC industry loves heat pumps (20 April 2023)
• Fidelity: Trade Offs | Baker Hughes: Telling home truths about natural gas Podcast (20 February 2023)
• WHEB: Why we love heat pumps (6 February 2023)
• Fidelity: Trade Offs | Bank of America: Financing the transition (Podcast) (3 February 2023)
• Fidelity: Fundamentals: US oil majors finally get serious about clean energy (11 January 2023)
• Triodos: New parks and smart innovation to bolster the energy transition (3 November 2022)
• Aegon: Power shower: How hydro storage can keep energy flowing (27 October 2022)
• Quilter Cheviot: Climate Assets quarterly update: The road to clean energy: supply vs security (webinar) (20 October 2022)
• Liontrust: Can we moderate climate change and provide affordable energy? (21 September 2022)
• WHEB: The US Inflation Reduction Act – how significant is it? (8 September 2022)
• Aegon: The Future of Energy (24 June 2022)
• Jupiter: Energy shock: looking at both sides of the coin (25 April 2022)
• Aegon: Is new energy old news? (11 March 2022)
•  PIMCO: Energy Transition: A Jarring Path to Green (23 February 2022)
• Pictet A climate-aware US ushers in a new era for clean energy (November 2020)
  
• WHEB Is it time to jump on the hydrogen bandwagon? (8 October 2020)
• Rathbones Where the wind blows (July 2020)
• Triodos Financing Green Energy in Emerging Markets – Webinar (25 June 2020)
• Sarasin: Oil and gas prices – the big bounce back (1 June 2020)

Environmental Issues

• Fidelity: EU deforestation rules show biodiversity intent (5 June 2024) NEW
• WHEB: Stewardship in the Spotlight: Managing micropollution (16 April 2024)
• Liontrust: In deep water – engaging with UK water companies (10 April 2024)
• Fidelity: Blue bonds – what’s all the comm-ocean? (5 April 2024)
• Liontrust: Why World Water Day matters (21 March 2024)
• Fidelity: Engaging UK water companies: The bondholder’s view (13 March 2024)
• Quilter Cheviot: Water – Investment opportunities (13 November 2023)
• Aegon: Tetra Tech: An Unsung Sustainable Hero (10 November 2023)
• Triodos: Recycling wind turbines and solar panels (30 October 2023)
• WHEB: Stewardship in the spotlight: Nature calls – from assessment to action (18 October 2023)
  
• WHEB: History does not repeat itself but it does rhyme (18 October 2023)
• Janus Henderson: Deforestation: rising up the corporate and investor agenda (21 September 2023)
• Janus Henderson: Climate Week 2023: We Can and We Will invest in a brighter future together (20 September 2023)
• Janus Henderson: ESG perspective: What is natural capital and why do we care?  (8 September 2023)
• BNY Mellon: From oil to batteries: Why battery storage? (15 August 2023)
• WHEB: Environmental Policies vs. Economic Realities: Unravelling the Conundrum Amid a Cost of Living Crisis (14 August 2023)
• WHEB: From sepsis to sperm counts: why plastic pollution matters and how WHEB’s companies help (11 July 2023)
• Jupiter: 35 years on: the compound effect of environmental solutions (4 July 2023)
• Aegon: International Biodiversity Day: When Nature Calls (22 May 2023)
• abrdn: Forest loss: why Asia needs to play its part in a global problem (22 May 2023)
• RBC BlueBay: Why investors are tackling deforestation in Brazil: An update from the Investor Policy Dialogue on Deforestation (15 May 2023)
  
• Stewart Investors: A collaborative approach to engagement: Tackling Plastic Waste in India (May 2023)
• Fidelity: Wild for sound: how new research is plugging biodiversity’s data deficit (May 2023)
• RBC BlueBay: The water challenge: a primer for investors (3 May 2023)
• Stewart Investors: Beyond Due Diligence: A multi-stakeholder approach to responsible mineral sourcing (May 2023)
• Aegon: Earth Day 2023: Sea salvation (20 April 2023)
• Jupiter: US and EU ‘IRA’: made in China? (30 March 2023)
  
• Jupiter: Outlook 2023: Environmental solutions are crossing a watershed (29 March 2023)
• RBC BlueBay: Investing to address recent water challenges (22 March 2023)
• abrdn: Innovative companies can conserve and protect our precious water resource (22 March 2023)
• Aegon: Wastewater, want water… (10 March 2023)
• abrdn: Investing in net zero innovation with multi-asset climate solutions (9 March 2023)
• Fidelity: Why ‘nature positive’ will be as big as net zero (17 January 2023)
• abrdn: Measuring biodiversity and alignment to TNFD – a real asset perspective (7 December 2022)
• abrdn: Natural capital: there’s no net-zero without it (16 November 2022)
• Janus Henderson: An investor perspective on biodiversity loss: research trip takeaways (June 2022)
• Triodos: Biodiversity – beyond risk and return (White paper – The role of finance in preserving biodiversity) (25 May 2022)
• Lombard Odier: Lombard Odier’s Wranegard on biodiversity as the ‘hot new topic’ (24 May 2022)
  
• Jupiter: Safeguarding Biodiversity: Taking a leaf out of climate initiatives (26 April 2022)
• Pictet: Batteries powered by oceans’ treasure (April 2022)
  
• Janus Henderson: Meeting the need for a sustainable and resilient water system (April 2022)
• Janus Henderson: Biodiversity loss: the other systemic crisis (April 2022)
  
• Jupiter: Green QE and the law of unintended consequences (18 February 2022)
• WHEB: WHEB’s approach to biodiversity (13 January 2022)
  
• Fidelity: Tackling palm oil deforestation (11 January 2021)
• Jupiter: US may set the tone for 2022, but solutions set the pace (1 December 2021)
• Jupiter: Biodiversity: Sustainable investing’s new frontier? (28 October 2021)
• Triodos: Shampoo bottle becomes sewage pipe (13 July 2021)
• Sarasin / Portfolio Adviser Avoiding the ‘sixth great extinction’: Addressing biodiversity loss through investing (14 June 2021)
• WHEB What is the best way to tackle plastic waste? (8 June 2021)
• Triodos Five important questions about impact bonds (20 April 2021)
• Sarasin: The Earth is what we all have in common (22 April 2021)
  
• Rathbones: A drop in the ocean or the start of a movement? (31 March 2021)
• WHEB: Accelerating the transition to net zero (23 January 2021)
• Triodos A word of warning to green and social bond buyers (3 November 2020)
• Triodos A call on governments: now is the time to issue green and social bonds (21 August 2020)
• Pictet Global Environmental Opportunities landing page (August 2020)
• Sarasin ESG Video – Environment (23 June 2020)
• WHEB: Recovery plan for Europe …and the environment (9 June 2020)
• WHEB How we plan to achieve net-zero carbon emissions (3 June 2020)
• EdenTree on Sustainability  (10 June 2019)
• ZSL presenting on Palm Oil and deforestation at our 2018 conference (YouTube video – please subscribe to our channel)
• Circular Economy presentation from Ellen MacArthur Foundation at out 2019 event (on YouTube, please ‘subscribe’)
• Preventable Surprises presentation on Amazon Fires at our 2019 conference (on YouTube, please ‘subscribe’)

ESG

• Fidelity: ESG Analyst Survey: Between targets and transition (28 May 2024) NEW
• Fidelity: Corporates face tougher ESG landscape (16 January 2024)
• Janus Henderson: ESG: Progress and clarity signal investment opportunities in 2024 (29 November 2023)
• Aegon: The death of ESG is greatly exaggerated (17 November 2023)
• Fidelity: ESG Analyst Survey 2023 (October 2023)
  
• Janus Henderson: What is ESG and why do we care? (31 July 2023)
• Janus Henderson: Annual ESG Reports – UK Responsible Income Fund (July 2023)
• M&G: Sustainable Multi Asset Balanced Fund – ESG & Impact Report 2022 (July 2023)
• M&G: Sustainable Multi Asset Cautious Fund – ESG & Impact Report 2022 (July 2023)
• M&G: Sustainable Multi Asset Growth Fund – ESG & Impact Report 2022 (July 2023)
• Jupiter Merlin: The Merlin approach to ESG (19 May 2023)
• abrdn: ESG: 4 Big Sustainability Trends Investors Can’t Ignore (11 May 2023)
• Fidelity: Companies sticking with ESG despite challenges – but one key blindspot remains (2 February 2023)
• Janus Henderson: ESG Investment Outlook: Sailing through rough seas in 2023  (29 November 2022)
• Jupiter: Shariah investing: Going beyond exclusions (16 November 2022)
• Janus Henderson: Can a manager follow a value style and still be ESG? (22 September 2022)
• Fidelity: Why ESG ratings are too simplistic (18 August 2022)
• Fidelity: Overview: ESG 2.0 (2 August 2022)
• Fidelity: Turning the tanker: Keeping the ESG revolution moving (29 June 2022)
• Janus Henderson: ESG and Sustainable Investing: navigating adverse weather conditions (June 2022)
• Aegon: Does a climate emergency mean that E trumps S & G? (10 June 2022)
• Stewart Investors: The problem with ESG Scores (April 2022)
• Rathbones: ESG – bubble or eggsponential growth? (5 May 2021)
• Rathbones: ESG: A package deal (17 March 2021)
• Janus Henderson: ESG in 2021: closing the expectations gap (January 2021)
• Rathbones The value of ESG: How mainstream is ESG investing within today’s adviser world? Research Report (August 2020)
  
• WHEB Boohoo and the drunkard’s search for ESG meaning (3 August 2020)
• M&G – The evolution of ESG in fixed income markets & implications for investors (5 June 2020)

Europe

• Stewart Investors: Is Europe an Exciting Place to Invest? (Added November 2021)
• Stewart Investors Reasons to invest in Europe (May 2021)

Fast Fashion / Retail

• Pictet: Closing the loop in textile recycling (March 2024)
• Aegon: Just another manic (black) Friday? (24 November 2023)
• Triodos: Engaging for living wages in the fashion industry (21 November 2023)
• WHEB: The paradox of Emily in Paris (18 January 2023)
• Fidelity: Just the ticket: fashion consumers want more clarity from retailers on sustainability (7 April 2022)
• Janus Henderson Alterations at the fast fashion industry (June 2020)

Globalisation

• Triodos: Time for globalisation 2.0 (14 April 2022)

Governance Issues

• Aegon: To Vote (in favour) or not to vote – that is the question (19 April 2024)
• WHEB:  Stewardship in the spotlight: The stewardship stampede (24 January 2024)
• Stewart Investors: Why stewardship matters (October 2023)
• WHEB: Stewardship in the spotlight: Achieving accountability while avoiding “engagement-washing” (19 July 2023)
• Aegon: Please Sir (or Madam), can I have some more? (9 June 2023)
• WHEB: Stewardship in the spotlight – Collaborative engagement (20 April 2023)
• WHEB: Stewardship in the spotlight: Our hopes for voting practices in 2023 (23 January 2023)
• Stewart Investors: Why accounting choices matter (November 2022)
• Triodos: Limit to excessive CEO remuneration (18 July 2022)
• Triodos: Executive remuneration – Enough is enough (July 2022)
• Sarasin ESG Video – Governance (23 June 2020)
• FRC UK Stewardship Code 2020 

Health / Pharmaceutucals

• WHEB: The “iPhone moment” for obesity treatment (8 April 2024)
• Liontrust: The future for organ transportation (16 January 2024)
• WHEB: Big impact in big pharma (18 October 2023)
• WHEB: The future of life science tools: from pandemic response to sustainable solutions (17 July 2023)

Impact

• WHEB: Impact Report 2023 (June 2023) NEW
• Triodos: Impact Report 2023 – Our impact is crystal clear (May 2024) NEW
• Triodos: The challenges of impact performance reporting – podcast (23 April 2024)
• Triodos: Ignore the noise: Impact investing is on the right side of history (28 March 2024)
• WHEB: #BudgeUpDave! Meet the future of the investment industry (14 March 2024)
• Triodos: Inside Impact Investing – Putting a limit to wealth – Podcast series (22 November 2023)
• Tridos: Inside Impact Investing – Business and post-growth economics – Poscast series  (25 October 2023)
• WHEB: Unleashing the potential of impact measurement in listed equities: The crucial role for asset managers (part 1 of 2) (3 Octboer 2023)
• WHEB: 2022 Impact report – The age of adoption (July 2023)
• M&G: Sustainable Multi Asset Balanced Fund – ESG & Impact Report 2022 (July 2023)
• M&G: Sustainable Multi Asset Cautious Fund – ESG & Impact Report 2022 (July 2023)
• M&G: Sustainable Multi Asset Growth Fund – ESG & Impact Report 2022 (July 2023)
• WHEB: Annual Impact Report 2022 – the age of adoption (June 2023)
• Triodos: Real impact also requires social outcomes (28 September 2022)
• Pictet: ESG in Practice series: Evgenia Molotova on investing with impact (June 2022)
• Triodos: Impact Reports 2021 – Using money as a force for good (May 2022
• Triodos: Impact investing: the need for radical change (podcast) (7 June 2021)
• Sarasin Pressing for parity (6 May 2021)
• M&G Focus on Impact: Investing in Solutions to Address Society’s Biggest Challenges: webinar (16 Feb 2021)
• Triodos Radical change creates new investment potential (16 November 2020)
• Triodos A radical agenda for economic transformation (23 October 2020)
• WHEB: Improving investor confidence in impact investment (3 August 2020)
  
• WHEB: Addressing Ethnic and Racial Diversity (21 July 2020)
• M&G What is impact investing? Positive Impact Fund (July 2020)
• WHEB: Solutions in a time of crisis  – 6th annual Impact Report (18 June 2020)
• M&G IFA Magazine_M&G Supplement_Impact Investing (June 2020)
• Investing for Positive Impacts and Outcomes YouTube video from our 2019 event (please ‘subscribe’ to our channel) (Triodos, WHEB, Foresight & Responsible Investor)

Information Technology

• WHEB: AI: developing humanity’s superpower above all costs (12 June 2024) NEW
• Aegon: Safety Net – The Threat of Cybercrime (17 May 2024) NEW
• WHEB: Cybersecurity – ESG or impact? (12 April 2024)
• Liontrust: Sustainable Investment Conference 2023 – AI & Digital Security (24 November 2023)
• Liontrust: Sustainable Investment Conference 2023 – The Factory of the Future (24 November 2023)
• WHEB: The merry month of AI (14 June 2023)
• Aegon: AI Has a Dream (and it’s not about Electric Sheep) (12 May 2023)
• Aegon: Healthcare and Technology – The Great Convergence (10 February 2023)
• WHEB: Unpacking the impact of our software holdings (30 September 2022)
• Aegon: The Future of Drug Discovery (20 May 2022)
• Aegon: The future of work (25 March 2022)
• WHEB: A tale of two revolutions (22 July 2020)

Markets & Ratings

• Liontrust: Warning – Don’t put all your eggs in one sustainability metric (27 October 2022)
• Fidelity: ESG ratings: Seeing the value in divergent views (19 October 2022)
• Stewart Investors: The problem with ESG Scores (April 2022)
• M&G Supply Chains: Only as strong as their weakest link (7 August 2020)
• Foresight Infrastructure Market Outlook (9 July 2020)

Planetary Boundaries

• Pictet Planetary Boundaries: measuring the business world’s environmental footprint Summary & White Paper (April 2020)

Regulations

• WHEB: Update on FCA’s Sustainability Disclosure Requirements (SDR) (7 May 2024) NEW
• Liontrust: UK SDR and investment labels (23 January 2024)
• WHEB: Three reasons why SDR really matters (6 December 2023)
• Professional Adviser: FCA establishes working group to support advice industry with SDR (28 November 2023)
• Professional Adviser: SDR delay: A ‘mixed bag’ of effects on the advice industry (18 September 2023)
• WHEB’s view on the FCA’s proposals for Sustainable Disclosure Requirements (SDR) (9 January 2023)
• Stewart Investors: Regulatory developments in sustainable finance (2021)

Responsible Investment

• WHEB: Impact Report 2023 (June 2023) NEW
• Janus Henderson: Responsibility Report 2023: Investing in a brighter future together (17 May 2024) NEW
• WHEB: Webinar – WHEB’s Q1 2024 update (24 April 2024)
• WHEB: Quarterly Reports – FP WHEB Sustainability Fund (OEIC) (April 2024)
• Liontrust: Evolution of our sustainable investment themes (16 April 2024)
• WHEB: Staying the course – WHEB remains committed to sustainability investing (12 February 2024)
• Liontrust: A sustainable and prosperous 2024 (31 January 2024)
• Liontrust: Looking forward with optimism after a strong 2023 (31 January 2024)
• WHEB: Sustainability Fund – Q423 Report and Datapack (January 2024)
• Liontrust: Postcard from the US: a look over the water (4 December 2023)
• Liontrust: Sustainable Investment Conference 2023 – Financing the Transition (24 November 2023)
• Liontrust: Sustainable Investment Conference 2023 – The Future of Sustainable Investment (24 November 2023)
• WHEB: A walk down Water Street – highlights from our recent US research trip (11 October 2023)
• WHEB: WHEB’s Quarterly Report Q2 2023 (July 2023)
• Aegon: The closer you look, the more you see (7 July 2023)
• Aegon: Client survey endorses ethical investment approach (25 May 2023)
• Stewart Investors: Sustainable Investing: Don’t forget the humans (May 2023)
• Fidelity: Taking the lead: Why we prefer engagement over exclusion (10 April 2023)
• Aegon: Stat Attack (5 April 2023)
• Jupiter: Driving change through engagement in UK small and mid-caps (10 March 2023)
• Janus Henderson: UK Responsible Income – Q4 2022 Update (February 2023)
• WHEB: Webinar – WHEB’s Q4 2022 Update (24 January 2023)
• WHEB: Stewardship in the spotlight: Our hopes for voting practices in 2023 (23 January 2023)
• Triodos: Owners of everything, responsible for nothing (8 December 2022)
• Aegon: The Future of Finance (9/12/2022)
• WHEB: Annual Investor Conference 2022 (29 November 2022)
• Aegon: Paint it Black… (25 November 2022)
• Jupiter: Shariah investing: Going beyond exclusions (16 November 2022)
• Liontrust: From engagement to the age of investors: sustainability in numbers (24 October 2022)
• WHEB: Q3 2022 Update – webinar (30 September 2022)
• abrdn: Multi-asset – how might you invest when inflation is soaring? (16 September 2022)
• Aegon: Buy Now, Pain Later (5 August 2022) 
• Jupiter: Square Mile ‘Talking With’ Abbie Llewellyn-Waters (20 July 2022)
• Jupiter: Notes from the Investment Floor: Seeking sustainable investment ideas (17 July 2022)
• Triodos: Executive remuneration – Enough is enough (July 2022) 
• BNY Mellon: Achieving real-world outcomes (4 July 2022)
• Fidelity: In for the long haul on engagement (20 June 2022) 
• Pictet: ESG in Practice series: Eric Borremans on sustainable investments (April 2022)
• Jupiter: Sustainability, ESG and stewardship (Annual Stewardship Report) (April 2022)
• Jupiter: Taking account of people, planet and profit (25 April 2022)
• BNY Mellon: Navigating the RI minefield (7 April 2022)
  
• Royal London: Stewardship and responsible investment – 2022 report (March 2022)
• Quilter Cheviot: Engagement process explained (29 March 2022)
• Aegon: A year for responsible action (14 January 2022)
• Stewart Investors: How big is big enough? (January 2022)
  
• Stewart Investors: Company Interview: Watsco Inc (January 2022)
• Jupiter: Our hopes for people, planet and profit (1 December 2021)
• Stewart Investors: What makes us different? (November 2021)
• Stewart Investors: Exploring outside the lines (Added November 2021)
• Rathbones: Demystifying responsible investing – A guide for financial advisers (20 October 2021)
• Foresight: Directing the tide: UK advisers’ role in driving UK wealth towards sustainable investing (11 October 2021)
• Rathbones: Quality over quantity (2 June 2021)
• WHEB: Greenwashing, regulation and sustainable investment (19 April 2021)
• WHEB: Kingspan and the Grenfell tower fire (19 April 2021)
• Stewart Investors The sustainability positioning of an imperfect giant (March 2021)
• Stewart Investors The importance of culture (March 2021)
• Rathbones: No tears for Boohoo? (24 March 2021)
• Triodos: Has the pandemic affected how people view investments? (19 March 2021)
• Foresight: Researching sustainable investments: The opportunities and pitfalls (15 March 2021)
• Sarasin More good than harm (Part of Sustainable Investing report by Raconteur, published in Sunday Times) (16 February 2021)
• WHEB Investing in breakthroughs (20 October 2020)
• M&G Impact and Sustainability: Similar BUT different (31 July 2020)
• Liontrust Responsible Investment – Green Power (Market Overview) July 2020
• Rathbone Greenbank Investments: Vision with Values (6 July 2020)
• BMO (Now CT) The future: it’s our responsibility’ (2020 F&C Investment Trust Lecture) (March 2020)
• Rathbones – Responsible Capitalism in the US: Still pursuing green (Part 1) (30 January 2020)
• Rathbones – Responsible Capitalism in the US: Technology’s role in a sustainable future (Part 2) (21 April 2020)
• Rathbones – Responsible Capitalism in the US: the complete report (Part 3) (30 June 2020)

Russia / Ukraine crisis

• Fidelity: Ukraine war raises social and ethical dilemmas (1 April 2022)
• Triodos: Macro Monthly – The war in Ukraine (4 March 2022)
• Triodos: War in Ukraine (March 2022)
• Triodos: War in Ukraine: insights on the economic impact (4 March 2022)
• Sarasin: The invasion of Ukraine (March 2022)
• PIMCO: Russia/Ukraine Escalation: PIMCO economists give their views of the Impact on DM Central Banks (28 February 2022)
• Pictet: What does the Russia-Ukraine crisis mean for markets? (February 2022)

Social Issues

• WHEB: The “iPhone moment” for obesity treatment (8 April 2024)
• WHEB: #BudgeUpDave! Meet the future of the investment industry (14 March 2024)
• Triodos: Measuring the impact of microfinance (13 November 2023)
• Liontrust: Sustainable Investment Conference 2023 – Healthcare Innovation (24 November 2023)
• Aegon: BarbiESG, is it Kenough? (8 August 2023)
• Stewart Investors: Sustainable Investing: Don’t forget the humans (May 2023)
• WHEB: Space wanted: Dead or Alive (21 March 2023)
• CCLA: Promoting healthier markets (March 2023)
• Pictet: Unlocking the potential of Neurodiversity (16 March 2023)
• Jupiter: Why should companies care about diversity…and why we do (13 March 2023)
• Fidelity: Why meaningful progress on DEI matters to investors (7 March 2023
• Aegon: Healthcare and Technology – The Great Convergence (10 February 2023)
• Jupiter: Global extreme poverty: shocks and setbacks (30 November 2022)
• WHEB: Critical conditions – healthcare access after COVID (30 September 2022)
• Triodos: Real impact also requires social outcomes (28 September 2022)
• BNY Mellon: Exploring the social side of ESG (4 August 2022)
  
• Aegon: Future of Education (19 August 2022) 
• BNY Mellon: Bridging the gap (4 August 2022)
• Stewart Investors: Worldwide Sustainability: How to approach tech and healthcare (video) (February 2022)
• Stewart Investors: Diversity statement – what have we done so far? (February 2022)
  
• Stewart Investors: Our Human Development Pillars (video) (added November 2021)
• WHEB: The role of home health in the pandemic and beyond (26 October 2021) 
• Stewart Investors: The importance of culture – webcasts (March 2021)
• Stewart Investors: Diversity: An indicator of distinctive cultures (January 2021)
• Stewart Investors: Learning from success: Supporting girls and sustainable development – webcasts (2021)
• Stewart Investors Avoiding the perils and pitfalls for high impact healthcare investment (2021)
• Sarasin ESG Video – Social (23 June 2020)
• EdenTree on Economic Inequality  (3 October 2019)

Sustainability

• WHEB: Navigating policy uncertainty in sustainable investing – why stock selection matters (14 May 2024) NEW
• Liontrust: Spotting the sustainability hits and misses (22 February 2024)
• BNY Mellon: Are sustainable strategies only about growth? (15 January 2024)
• Aegon: Sustainable Development Goals: Taste the Rainbow (6 October 2023)
• Janus Henderson: Investing in megatrends through mission-critical ‘ingredients suppliers’ (22 September 2023)
• Fidelity: Three sustainability themes set to dominate Europe’s AGM season (8 March 2023)
• Jupiter: Notes from the Investment Floor: Taking the long-term view in sustainable investing (17 February 2022)
• Janus Henderson: Trends and opportunities: Sustainability edition (18 January 2023)
  
• Janus Henderson: Sustainable equity in 2023: a year for reshoring, rebuilding and electrification (30 November 2022)
• Jupiter: In a challenging year, has sustainability been deprioritised? video (30 November 2022)
• M&G: SDG Reckoning Report 2022 – can the world catch up? (19 October 2022)
• Stewart Investors: Sustainability and quality in investments – Podcast(16 August 2022)
  
• Jupiter: Notes from the Investment Floor: Seeking sustainable investment ideas (14 July 2022)
• Fidelity: Sustainability in 2022 – Time to Deliver (May 2022)
• M&G: SDG Reckoning 2021 – Interactive Report (September 2021)
• M&G SDG Reckoning press release (September 2021)
• M&G: No Time to Waste – the SDG Reckoning Second Edition (September 2021)
  
• Janus Henderson: Progressing toward a sustainable global economy (September 2021)
• Sarasin: The coming sustainable bond revolution (5 July 2021)
• Janus Henderson: Global Sustainable Equity: a renewable, electric and digital future (July 2021)
• Foresight sustainability series: Risks, returns and the role of the investment manager: addressing the theories around sustainable investing – podcast (11 June 2021)
• Stewart Investors: Is Europe leading the way in sustainable business? (June 2021)
• Stewart Investors: Good old-fashioned (June 2021)
• Rathbones: Sustainable multi-asset range stands out from the crowd – interview with Proactive Investors (March 2021)
• Rathbones: Just a passing fad? (14 April 2021)
  
• WHEB: The online mob and the sustainability transition (9 February 2021)
  
• Janus Henderson: Global Sustainable Equity: news and opportunities (January 2021)
• Janus Henderson: Sustainable design in consumer products (November 2020)
• Rathbones Sustainable strategies – masterclass on the road (30 November)
• Pictet Demystifying sustainability linked bonds (November 2020)
• Aegon Sustainability Soapbox – regularly published articles (October 2020)
• M&G Sustainability-linked Bond – Look beneath the surface (15 Sept 2020)
• M&G Sustainable investors, it’s time to talk about Transition bonds (6 July 2020)
• M&G & CityWire – Podcast series on ESG, Sustainability and Impact Investing (June 2020)
• Pictet Our thematic strategies and the UN’s Sustainable Development Goals (May 2020)
• Triodos Towards a more sustainable, less vulnerable economy (27 May 2020)
• Foresight Sustainability Series: New podcast tackles trends in sustainable business (31 March 2020)
• Liontrust on Sustainable Investment (various blogs)
• Sustainability: Mission Possible YouTube (Sarasin & Partners, Janus Henderson, Liontrust & UKSIF) (25 November 2019)
• Sustainability: Recognising Risks and Opportunities YouTube video from our 2019 event (please ‘subscribe’ to our channel) with Rathbones, Aegon, Pictet and RSMR)
• WHEB  What does Covid-19 mean for Sustainability? (April 2020)

Taxation

• WHEB: The price of civilisation (20 July 2021)
• Stewart Investors Paying a fair corporate tax rate matters (May 2021)

Taxonomy

• WHEB: The EU Taxonomy – ‘Tout ça pour ça?’ (20 April 2023)
• Triodos: EU Taxonomy must remain meaningful and science-based (8 February 2021)

Telecommunications

• Triodos: The impact investing case for telecom companies (22 April 2024)

Thematic Investing

• Fidelity: Tapping into Thematic trends that matter (30 June 2022)

Transport & Logistics

• Liontrust: Why we like electric vehicles (12 February 2024)
• Liontrust: Sustainable Investment Conference 2023 – Safer, More Efficient Transport (24 November 2023)
• Fidelity: Fundamentals: What’s next for China’s fully charged electric vehicle battery makers? (30 March 2023)
• RBC BlueBay: How do we travel around a greener world? (6 February 2023)
• WHEB: Having an ‘A-ha’ moment on battery electric vehicles (14 November 2022)
• Aegon: Fasten Your Seatbelts! (29 September 2022)
  
• WHEB: Business travel without the carbon footprint – One traveller’s experience (22 September 2022)
• Aegon: The Future of Planes, Trains and Automobiles (22 July 2022) 
• Aegon: The future of Autos (22 April 2022)
• Fidelity: Chart Room: Pole position for China’s electric autos (8 April 2022)
• WHEB: EV drivers – from smug to Bah Humbug (9 December 2021)
• WHEB: From just in time to just in case (9 July 2020)
• EdenTree on the future of road transport (6 February 2020)

Understanding Different ESG Approaches

• Integration, Stewardship and Ethics YouTube video from our 2019 event (please ‘subscribe’ to our channel) (Unicorn, Aberdeen Standard, EdenTree.  EIRIS Foundation)

Urbanisation & Real Estate

• Aegon: Flexibility in building design (8 March 2024)
• Aegon: On the road to net zero building certification (12 January 2024)
  
• Liontrust: Sustainable Investment Conference 2023 – Building Better Cities (24 November 2023)
• Aegon: The second greenest building: the one not demolished? (6 October 2023)
• Aegon: Earth Day 2023: The greenest building is (also) a zero-carbon life cycle building (20 April 2023)
• Aegon: No Country for Old Space: Green Buildings in Demand (13 January 2023)
• Aegon: The Future of the Home (15 September 2022)
• Pictet: Cities in nature (July 2022)
• Aegon: Sustainable Real Estate – ‘the greenest building is the one never built’ (8 April 2022)
  
• Aegon: The future of cities (25 February 2022)

US Election & Beyond

• Janus Henderson: A new era for sustainability in the US (10 November 2022)
• WHEB: The US Inflation Reduction Act – how significant is it? (8 September 2022)
• Rathbones: The Biden effect (19 May 2021)
• Fidelity: Why a Democratic sweep could transform ESG regulation in the US (15 January 2021)
• WHEB: Science 101: Will the Republicans come back to class? (10 November 2020)

Venture Capital

• Foresight: Navigating the deeptech investment landscape: Early-stage investment from strategic Corporate Venture Capital firms – is it worth it? A co-investor’s perspective (November 2023)

Client Survey

• Aegon: Report on Ethical Investment Survey (May 2023)

Regular thought pieces

• RLAM: Our views (various blogs, updated daily)
• EdenTree:  Insight Reports
• Technology, Sustainability and Health thought pieces convened by Pictet: Mega.online 
• Aegon: Five in Five videos: monthly 5 minute videos on Sustainability issues
• Aegon: Soapbox Snippets: April 2024 (3 May 2024) NEW
• Aegon: Soapbox Snippets March 2024 (2 April 2024)
• Aegon: Soapbox Snippets February 2024 (23 February 2024)
• Aegon: Soapbox Snippets January 2024 (5 February 2024)
• Aegon: Soapbox Snippets November 2023 (1 December 2023)
• Aegon: Soapbox Snippets October 2023 (27 October 2023)
• Aegon: Soapbox Snippets September 2023 (22 September 2023)
• Aegon: Soapbox Snippets August 2023 (25 August 2023)
• Aegon: Soapbox Snippets July 2023 (21 July 2023)
• Aegon: Soapbox Snippets June 2023 (23 June 2023)
• Aegon: Soapbox Snippets May 2023 (26 May 2023)
• Aegon: Soapbox Snippets April 2023 (28 April 2023)
• Aegon: Soapbox Snippets March 2023 (24 March 2023)
• Aegon: Soapbox Snippets February 2023 (24 February 2023)
• Aegon: Soapbox Snippets January 2023 (27 January 2023)