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: What a Trump presidency means for sustainable investors (12 November 2024)
Janus Henderson: What is ESG and why do we care? (23 October 2024)
WHEB: Passing the ‘peak pain’ of SDR and what this means for clients (18 October 2024)
Aegon: COP16: Sustaining the momentum on biodiversity (18 October 2024)
WHEB: From obstacles to outcomes: Enhancing effectiveness in stewardship and engagement (18 October 2024)
WHEB: EVs are dead? – Long live EVs! (17 October 2024)
Aegon: Soapbox Snippets September 2024 (16 October 2024)
Fidelity: To COP16 and beyond (16 October 2024)
Aegon: Climate Transition: Industry disruption and opportunity (10 October 2024)
WHEB: Not all carbon offsets are created equal (10 October 2024)
Aegon: Wet-bulb temperature – and why we need to address it (2 October 2024)
Aegon: Understanding Ethical Investing (1 October 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)
Triodos: Limited time left to avoid a global food crisis (13 October 2022)
Stewart Investors: Investment and Sourcing through Smallholder Supply Chains (June 2022)
Stewart Investors: The magic of microbes (May 2021)
WHEB: Deliveroo – bad timing, bad ESG or just a bad idea? (10 May 2021 )

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)

COP 16 (UN Biodiversity Conference)

Aegon: COP16: Sustaining the momentum on biodiversity (18 October 2024) NEW
Fidelity: To COP16 and beyond (16 October 2024) NEW

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)
abrdn: The ‘Implementation COP’ – ongoing thoughts & insights via Linkedin (November 2022)

COP 26

Jupiter: Notes from the Investment Floor: What was achieved at COP26? (18 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)
Jupiter: COP 26: What to expect from climate change’s key event (19 October 2021)

COVID-19

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)
- 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)
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)

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)
Triodos: Reset the data (30 June 2021)
Triodos: The importance of post-growth thinking (11 June 2021)

Energy

WHEB: What a Trump presidency means for sustainable investors (12 November 2024) NEW
Fidelity: Introducing our guide to investing in the energy transition (26 September 2024) NEW
WHEB: Electricity vs gas – The devil is in the details (11 September 2024) NEW
WHEB: US politics sends shockwaves through the renewable energy sector (8 August 2024)
Liontrust: Investing in renewable energy infrastructure (4 June 2024)
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)
WHEB: Why we love heat pumps (6 February 2023)
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)
Jupiter: Energy shock: looking at both sides of the coin (25 April 2022)
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

WHEB: Water utilities – a carrier or a barrier to solving sustainability challenges (19 July 2024)
Liontrust: The new investment landscape for the water industry (13 June 2024)
Fidelity: EU deforestation rules show biodiversity intent (5 June 2024)
WHEB: Stewardship in the Spotlight: Managing micropollution (16 April 2024)
Liontrust: In deep water – engaging with UK water companies (10 April 2024)
Liontrust: Why World Water Day matters (21 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: ESG perspective: What is natural capital and why do we care? (8 September 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)
abrdn: Forest loss: why Asia needs to play its part in a global problem (22 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)
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)
abrdn: Innovative companies can conserve and protect our precious water resource (22 March 2023)
abrdn: Investing in net zero innovation with multi-asset climate solutions (9 March 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)
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)
WHEB: WHEB’s approach to biodiversity (13 January 2022)
Fidelity: Tackling palm oil deforestation (11 January 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)
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)
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

Janus Henderson: What is ESG and why do we care? (23 October 2024) NEW
Fidelity: ESG Analyst Survey: Between targets and transition (28 May 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)
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 Cautious Fund – ESG & Impact Report 2023 (July 2023)
M&G: Sustainable Multi Asset Growth Fund – ESG & Impact Report 2023 (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)
Jupiter: Shariah investing: Going beyond exclusions (16 November 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)
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)
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)

ETFs

Fidelity: Delivering the ideal asset allocation building blocks (July 2024)

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)

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)
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: Staying the course for a more sustainable future (19 July 2024)
WHEB: Impact Report 2023 (June 2023)
Triodos: Impact Report 2023 – Our impact is crystal clear (May 2024)
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)
Triodos: 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 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)
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)
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: From postcards to programmes: how online learning has grown (8 July 2024)
WHEB: AI: developing humanity’s superpower above all costs (12 June 2024)
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: Healthcare and Technology – The Great Convergence (10 February 2023)
WHEB: Unpacking the impact of our software holdings (30 September 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)

Planetary Boundaries

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

Regulations

WHEB: Passing the ‘peak pain’ of SDR and what this means for clients (18 October 2024) NEW
Fidelity: European ESG Regulatory Update – October 2024 (30 September 2024) NEW
WHEB: Update on FCA’s Sustainability Disclosure Requirements (SDR) (7 May 2024)
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: From obstacles to outcomes: Enhancing effectiveness in stewardship and engagement (18 October 2024) NEW
Aegon: Understanding Ethical Investing (1 October 2024) NEW
Liontrust: Sustainable Investment: Annual Review 2023 (July 24)
WHEB: Impact Report 2023 (June 2023)
Janus Henderson: Responsibility Report 2023: Investing in a brighter future together (17 May 2024)
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)
Stewart Investors: Sustainable Investing: Don’t forget the humans (May 2023)
Fidelity: Taking the lead: Why we prefer engagement over exclusion (10 April 2023)
Jupiter: Driving change through engagement in UK small and mid-caps (10 March 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: 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)
abrdn: Multi-asset – how might you invest when inflation is soaring? (16 September 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)
Fidelity: In for the long haul on engagement (20 June 2022)
Royal London: Stewardship and responsible investment – 2022 report (March 2022)
Stewart Investors: How big is big enough? (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)
Rathbone Greenbank Investments: Vision with Values (6 July 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)
PIMCO: Russia/Ukraine Escalation: PIMCO economists give their views of the Impact on DM Central Banks (28 February 2022)

Social Issues

WHEB: DEI Evolution: looking beyond gender and facing the facts (18 July 2024)
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)
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)
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)

Sustainability

WHEB: Navigating policy uncertainty in sustainable investing – why stock selection matters (14 May 2024)
Liontrust: Spotting the sustainability hits and misses (22 February 2024)
Aegon: Sustainable Development Goals: Taste the Rainbow (6 October 2023)
Fidelity: Three sustainability themes set to dominate Europe’s AGM season (8 March 2023)
Janus Henderson: Trends and opportunities: Sustainability edition (18 January 2023)
Jupiter: In a challenging year, has sustainability been deprioritised? video (30 November 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)
Sarasin: The coming sustainable bond revolution (5 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: Just a passing fad? (14 April 2021)
WHEB: The online mob and the sustainability transition (9 February 2021)
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)
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)

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

WHEB: EVs are dead? – Long live EVs! (17 October 2024) NEW
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)
WHEB: Having an ‘A-ha’ moment on battery electric vehicles (14 November 2022)
WHEB: Business travel without the carbon footprint – One traveller’s experience (22 September 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

Liontrust: Does a brighter future for housebuilding lie ahead? (18 July 2024)
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)

US Election & Beyond

WHEB: What a Trump presidency means for sustainable investors (12 November 2024) NEW
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)

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: Soapbox Snippets September 2024 (16 October 2024) NEW
Aegon: Soapbox Snippets: August 2024 (12 September 2024)
Aegon: Soapbox Snippets: April 2024 (3 May 2024)
Aegon: Soapbox Snippets March 2024 (2 April 2024)
Aegon: Soapbox Snippets October 2023 (27 October 2023)
Aegon: Soapbox Snippets September 2023 (22 September 2023)

Learn about sustainable investment from our partners