Directory – UKSIF

ABN AMRO Bank N.V.

ABN AMRO’s presence in the UK consists of specialised Corporate and Commercial Banking business lines, including Clearing, Commercial Finance, Leasing and Global Markets. We serve our clients based on sector and product expertise. Our focus in on building long-term relationships and to maintain an active dialogue, continuously investigating areas where we can add-value in terms of financial solutions and advice. ABN AMRO is a front runner in sustainability linked financing promoting "green" project financings and pioneering green loans and bonds, sustainability-linked loans, impact banking and circular economy financings.

ADDLESHAW GODDARD LLP

Addleshaw Goddard, we are more than just exceptional lawyers: we are leaders in client investment and understanding. With over 1,200 lawyers based across the globe, we have a deep understanding of our markets and sectors. We act for our clients whatever the scale of their requirements, and have been instructed by over 40 FTSE 100 companies in the last 12 months. Our business is about strong client relationships built on successful delivery across national and international markets. We have 13 offices worldwide, which we link together with a network of likeminded global partners. Where we don't have offices, we work with firms well known to us, to deliver an international capability.

ALPHA: r2

ALPHA: r2 is an award winning, top performing, defaqto 5-star rated DFM and MPS provider. We offer a suite of DT risk rated ethical portfolios as well as a full bespoke service to intermediaries and their underlying clients.

AXA Investment Managers

At AXA-IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. With over two decades at the forefront of Responsible Investing, we have gained a clear understanding of changing UK pension fund challenges. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes, with the aim of delivering long-term value to clients. And as a leader in ESG, sustainable and impact investing, we are well-placed to partner with schemes to achieve their financial goals sustainably.

Abbott & Booth Ethical Financial Planning

Nick and I are committed to promoting a sustainable future for the planet and its inhabitants. It is a part of our lives. In our roles as financial advisers it is our mission to promote ethical investments and make them available for all people who care about protecting our environment and our children's future, those people who already know that it is possible to invest ethically with principles, and those who did not realise that investing ethically was an option. We offer a fully personlised service for each client and select the most suitable investment product for their needs. We specialise in ethical investment into ISA portfolios, all pension products and investment bonds. We provide advice on IHT planning using ethical options where available. We also advise clients on suitable protection plans and offer a mortgage service.

Adempi Associates

Adempi is a boutique compliance consultancy in the UK. We work with FCA-regulated firms on the regulatory issues affecting them, specialising in sectors such as impact investing, venture capital, real estate, consumer credit payments and e-money. We provide specialist advice, practical support and training.

Aegon Asset Management

Aegon Asset Management – Investing Beyond Borders We are active global investors. Our 380 investment professionals manage and advise on assets of USD 408 billion (as of June 30, 2020). We organize our capabilities around four global investment platforms where we have deep asset-class expertise: Fixed Income, Real Assets, Equities, and Multi-Asset & Solutions. We serve a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact

Amnesty International UK

Ardent Financial Planning

At Ardent, we are passionate about helping you make the most of your finances. Which is why we take the time to get to know you, your lifestyle and aspirations, goals and objectives, before offering personalised financial planning and advice, tailored for you. Our intricate financial forecasting software allows us to model your financial future, looking at how things could work out based on income, expenditures, investments and lifestyle. This software underpins everything that we do at Ardent and provide you with a clear and informed picture of your financial future.

Investment
Insurance
Wealth planning
Pensions

Arun Kelshiker

Private Investor

Association of Member Nominated Trustees (AMNT)

Other

Astra Diligence

Astra Diligence is a leading British specialist due diligence consultancy with a strong focus on Asia, the Middle East, and Scandinavia. We deliver timely and meticulously researched reports that our clients depend on to capitalise on opportunities, safeguard their invaluable reputation, and make ethical investment decisions.

Aviva Investors

Our approach: With a global presence, far-reaching expertise, and extensive capabilities across major asset classes, we are well placed to help achieve the outcomes our clients demand. We listen - By listening to our clients’ aspirations and understanding the challenges they face, we are able to create relevant strategies and funds. Our global business acts as one team. By bringing together our knowledge, skill and creativity across major asset classes, disciplines and regions globally we look to unearth great investment opportunities for our clients. Everything we do is driven by our long-term perspective and our focus on building strategies and funds that are built to last. This ensures we develop long-lasting partnerships with our clients.

Avyse Partners Limited

Avyse Partners specialise in market leading financial crime, compliance and ESG and sustainability consulting services for financial institutions. We offer practical expertise to navigate both the volume and complexity of regulatory matters. All companies are being impacted by the drive to be more sustainable, whether in their own business practices, in oversight of outsourced operations and supply chains, or in their guardianship of assets. The sustainable finance legislative landscape has evolved exponentially and continues to do so as more regulators take action to drive change to a greener, cleaner future. Whether getting to grips with new disclosure requirements, seeking assurance on compliance with emerging regulatory obligations, or ensuring effective governance and oversight of corporate sustainability initiatives, we can help.

BBVA

BBVA is a global financial services group founded in 1857. The bank is present in more than 25 countries, has a strong leadership position in the Spanish market, is the largest financial institution in Mexico and it has leading franchises in South America and Turkey.

BNY Mellon Investment Management EMEA Limited

BNY Mellon Investment Management EMEA Limited (“BNYM IM EMEA”) is authorized and regulated by the Financial Conduct Authority (FCA) as a MiFID Investment Firm. The principal activity of IM EMEA is the marketing and distribution, within the UK, Europe, the Middle East and Africa (‘EMEA’) and Latin America regions, of the investment products and services manufactured by affiliate investment management Firms within the BNY Mellon Investment Management organization, and certain non-affiliate investment management Firms (the ‘Investment Managers’). BNYM IM EMEA also contracts with institutional clients to provide discretionary investment management services, for which portfolio management activities are primarily delegated to the Investment Managers. BNYM IM EMEA has two subsidiaries: BNY Mellon Fund Managers Limited (‘BNYMFM’) an FCA authorised and regulated UK UCITS Firm and Alternative Investment Fund Manager (‘AIFM’) and BNY Mellon Fund Management (Luxembourg) S.A. (“MFMLUX”) which is a Luxembourg Management Company, authorised by the CSSF as a Management Company and as a portfolio manager to provide discretionary investment management services to its clients.

BUPA Finance plc

We are an international healthcare company. With no shareholders, our customers are our focus. We reinvest profits into providing more and better healthcare for the benefit of current and future customers. We have 16.7 million health insurance customers, provide healthcare to around 15 million people in our clinics, hospitals and dental centres and look after over 22,300 aged care residents in our care homes and villages.

Insurance

Barrow Cadbury Trust

Better Society Capital

Better Society Capital Limited (BSC), formerly Big Society Capital, is the UK's leading social impact investor and market builder. Our mission is to grow the amount of capital invested in tackling social issues and inequalities in the UK. We invests its own capital as well as enabling others to invest for impact too.

Better World Financial Planning Limited

We are an IFA Firm committed to providing Independent financial planning advice for retail clients. We concentrate solely on Investment and Pension advice and do not offer Protection or mortgage related advice. The ethos of the investment proposal is built around sustainable, positive impact, environmental and responsible investing. In essence we aim to provide high quality sustainable, responsible and environmental investment advice to retail clients in order to make them wealthier and the World healthier.

Big Issue Invest

Big Issue Invest , founded in 2005, is the UK's first 'social merchant bank,' by social entrepreneurs, for social entrepreneurs. Big Issue Invest extends The Big Issue’s mission by financing the growth of sustainable social enterprises.

Big Picture Financial Planning Ltd

Bloomberg LP

Bloomberg L.P. is a privately held financial, software, data, and media company headquartered in Midtown Manhattan, New York City. It was founded by Michael Bloomberg in 1981.

Britain Yearly Meeting of the Religious Society of Friends (Quakers)

Britain Yearly Meeting (BYM), the national charity supporting Quakers in Britain, workings for and on behalf of the communities we serve. Our charitable purposes are Sustaining our church and faith; Supporting Quaker Communities; Witness through action; and Promoting Quakerism. For over 360 years Quaker faith has led us to testify to equality, simplicity, peace and truth. Quaker social witness encompasses work for peace in Israel–Palestine and in Africa. It strives for environmental sustainability, a compassionate criminal justice system and for equality in Britain. It supports poorer people in society through bursaries, relief payments and grants. We provide central support to the witness of local meetings, for example through servicing networks of prison chaplains.

Charity
Faith

Bromige Financial

Bromige Financial has been providing financial advice since the 1980s. Since then, we have developed a reputation as being experts in the field of ethical investment and we are proud that all of our clients are given the option to invest in line with their ethical concerns, if they wish. Over the last five years, we have developed our service to become focussed on true financial planning. The realisation that money only really means anything when it is used to improve your life, and the lives of the ones you love, has helped us create a process that allows you to focus purely on this – while letting us put together, and look after, the necessary financial solutions.

Brookdale IFP Ltd

Brunel Pension Partnership Ltd

C2R Green Limited

C2R Green Project is a pioneering initiative committed to advancing sustainability through (ESG) principles. Our focus includes nature-based projects that support reforestation, improving carbon absorption and habitat protection. Further, we champion renewable energy, promoting its critical role in developing a low-carbon economy. We offer Carbon Credit tokens, enabling businesses & individuals to offset carbon footprints & contribute to a healthier planet.

CCLA Investment Management

We manage investments for charities, religious organizations and the public sector. This is all we do. We believe that good investment management is like a well-tended garden, requiring constant attention, planting and pruning. Founded in 1958, we aim to deliver strong long-term returns and have unmatched experience in providing ethical and responsible investment to charities. We are independently owned by our clients.

CDP

CDP runs the global environmental disclosure system. Each year CDP supports thousands of companies, cities, states and regions to measure and manage their risks and opportunities on climate change, water security and deforestation.

CSR Consulting Ltd

Cadlas

Cadlas is a sustainable finance advisory firm with particular expertise on how financial markets respond to changing climate conditions, and on the information flows that align investment with climate change. Cadlas works with investors, market leaders and standard setters to strategise for climate resilient business operations and define products and instruments that enable investment in climate resilience.

Callala Ltd

Callala (sounds like: "koala"). Established to deliver climate positive outcomes, Callala now represents a broader Environmental, Social and Governance impact practice. • Environmental impact: estimation, reporting, verification and transparency through partner remote-monitoring solutions. Callala provides business consulting support across market engagement, GTM strategy development and business development. • Social impact: child and young adult mental health support functions with technology and cricket-based activation. Callala provides management consulting support across business strategy, commercial strategy and sales strategy. • Governance: in partnership to leadership support across the breadth of ESG, and providing direct board-level scrutiny and assurance. Callala provides non-fiduciary board support for SMEs and start-ups alongside project assurance underpinning UK Government ESG-focussed R&D Grants.

Candriam

Candriam, a European asset management company with investment centres in Brussels, Paris, Luxembourg and London, is a recognized leader in responsible and sustainable investing. With more than 25 years' experience and some 600 experienced professionals, Candriam manages over €149 billion in assets[1] for an international clientele of institutional investors, distributors and private individuals.

Our responsible and sustainable approach is at the heart of all our investment decisions. We integrate environmental, social and governance (ESG) issues into our investment strategies and help our customers achieve their sustainability goals.

As a member of the New York Life group, Candriam benefits from the support of a AAA-rated[2] partner with over 175 years of experience.

Choosing Candriam to manage your portfolios means selecting expertise that regularly wins awards[3] and taking an active part in financing projects run by the Candriam Institute for Sustainable Development in the fields of education, social inclusion, environmental protection and the fight against cancer.

Together, let’s invest today to build the world of tomorrow.

_________________________________

[1] 30/06/2024

[2] AAA rating by Fitch Ratings, June 2024

[3] For details of all specific rewards, please visit www.candriam.com.

Carbon Tracker Initiative

Carbon Tracker is an independent financial think tank that carries out in-depth analysis on the impact of the energy transition on capital markets and the consequences of potential investment in high-cost, carbon-intensive fossil fuels. Our objective is to build a stronger, evidence-based narrative to advocate, promote and achieve an understanding of the financial and environmental risks associated with carbon. We aim to empower investors to identify and switch off capital to the highest cost, highest carbon projects; to engage with companies to re-assess both the viability of such projects and of their business models; to educate mainstream financial markets and policy-makers over the risk of a disorderly transition; and to work with financial regulators to bring transparency on climate, stranded asset risk and the fossil fuel risk premium.

Thematic research (e.g. carbon, water, AI, etc)

Cardano

We are UK and Dutch-based sustainable advisor and investor. We strive to deliver pension solutions that benefit everyone. We help pension schemes make and implement their most important decisions about long-term objectives, investment strategy and risk management.

Castlefield

We're Castlefield - an award-winning, employee-owned investment management and financial services group, recognised for being at the forefront of ethical investing since 2002.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Style - Exclusions
Style - ESG integration
Style - Engagement and voting
Investment
Insurance
Wealth planning
Pensions

Cazenove Capital

Cazenove Capital is a wealth management business of Schroders. We offer a complete wealth management service, providing portfolio management, financial advice and banking services to high net worth individuals and charities in the UK and Channel Islands. We draw on the investment resources of the Schroders group, while tailoring our service to meet our clients’ unique requirements and objectives. We provide an efficient custody and administration platform and provide clear, comprehensive reporting. As of 31 December, the wealth management businesses of Schroders had assets under management of £72bn. Our headquarters are in London and we have regional offices across the UK. Our international offices are in the Channel Islands, Switzerland, Hong Kong and Singapore.

Charity Finance Group

Chase de Vere Independent Financial Advisers

Chase de Vere has been a trusted source of independent financial advice since 1969, making us one of the longest established, most experienced advisers in the UK. Some of our clients have been with us for decades. That is because, as well as offering high-calibre, unconstrained advice, we continually strive to make sure our clients are satisfied. Our financial advice spans a wide range of services including pensions, estate planning, care funding and wealth management as well as business protection, employee benefits and workplace financial education. We consider ourselves as allies – experts sitting on our clients’ side of the table, acting in their best interests.

Investment
Wealth planning
Pensions

Chesnara Plc

Becoming a sustainable business is important to us and we're working to put sustainability at the heart of everything we do. Our principles are: Do no harm. Do good. Act now for later. Sustainability means fulfilling the needs of the present without compromising the future: a balance of economic growth, environmental protection and social responsibility. As an insurer and provider of financial products, thinking about the long term comes naturally to us and is key to our success. Meeting our sustainability goals means making forward-looking decisions in the interests of all our stakeholders, including our customers, policyholders, investors, regulators, the planet and its natural resources.

Church Commissioners

The Church Commissioners exist to support the work and mission of the Church of England today and for future generations, helping it to remain a Christian presence in every community. We manage an £8.3bn investment fund in a responsible and ethical way, using the money we make from our investments to contribute towards the cost of mission projects, dioceses in low-income areas, bishops, cathedrals, and pensions.

Church of England Pensions Board

The Church of England Pension Board provides retirement housing and pensions, set by the Church of England, for those who have served or worked for the Church, assist ing over 40,000 people across almost 700 employers.

Churchill Ethical Investment

We provide ethical and socially responsible investment management services, along with comprehensive, holistic financial advice. We are a team of highly qualified, ethical investment professionals passionate about helping our clients invest according to their personal ethical criteria, often using tax efficient investment vehicles such as ISAs, Pensions and General Investment Accounts. Our team includes PhD’s who have written academic papers in the area of ethical and socially responsible investing, along with Chartered Wealth Managers and Chartered Fellows of the Chartered Institute of Securities & Investments.

Investment
Insurance
Wealth planning
Pensions

Cities & Collaboration

Clarity AI

Clarity AI provides a SaaS tool to help investors manage their portfolios for impact, leveraging big data and Machine learning. Clarity AI built the largest and most reliable database of environmental and social impact data (more than 29k publicly traded companies, 198 countries, 1,000+ metrics, millions of data points), aggregating more than 50 different data sources of structured and unstructured data. We provide a SaaS tool with various societal impact modules (ESG Risk, ESG Impact, UN SDGs, Impact of products and services) and proprietary methodologies, but our software tool also allows score/rating customisation and reporting based on other methodologies and social impact preferences.

Asset Class - Equities
Asset Class - Fixed Income
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Impact
Style - Norms-based
Style - Best-in-class
Company-level ESG data
Company-level ratings
Thematic research (e.g. carbon, water, AI, etc)
Fund ratings
Impact measurement
Corporate engagement & voting
ESG Reporting & Communications
ESG performance metrics

Clearwater International

Clearwater International is an award-winning corporate finance house, with a proven track record of excellent client outcomes. The global firm focuses on providing corporate finance advice for mid-market transactions including M&A, private equity, debt advisory, financial modelling and restructuring services. Ten integrated international sector teams, covering automotive, business services, consumer, energy and utilities, financial services, food and beverage, healthcare, industrials and chemicals, real estate and TMT, provide in-depth knowledge and industry experience to every project.

Co-operative Group Limited

Columbia Threadneedle Investments

At Columbia Threadneedle Investments we strive to be responsible stewards of our clients' assets within a framework of good governance and transparency. As a manager of substantial global equities, fixed income and real assets and an active investor, we proactively seek to capture opportunities that help deliver sustainable growth and returns for our clients. Products of note include: Threadneedle UK Social Bond Fund, Threadneedle (Lux) European Social Bond Fund, Threadneedle Sustainable Equity Fund, and Threadneedle Low Carbon Workplace Fund.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Commodities
Asset Class - Infrastructure
Style - Exclusions
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class

Conscious Money

I help you make confident financial decisions with simplified wealth management; assisting you with financial objectives that facilitate your life goals. These priorities often include values like freedom, financial integrity and security.

Clients include working professionals that want to delegate their investment management, retired and semi-retired individuals who want to enjoy financial freedom living with passive investment income or who want help with pension drawdown.

A generous percentage of my clients are women who enjoy the connection & working with a woman financial adviser.

Consilium Capital

Specialist corporate finance adviser and placing agent wholly focussed on sustainable and impact finance

CorpAxe

The CorpAxe suite of products allows institutional investors, from the largest asset managers and sovereign wealth funds to the smallest hedge funds, to easily discover, source, track, and log all of their most valued interactions. With CorpAxe, asset managers have complete command over their meetings, leading to firms that are more efficient and capable of complying with the ever-changing financial regulatory environment.

Council Of Lutheran Churches

Coventry Building Society

We provide residential mortgages and savings to customers based in the UK. We believe in putting the needs of our members first, treating all our customers fairly and giving them choice and flexibility in how they interact with us, providing extra help to customers in vulnerable situations and those in financial difficulty. This means keeping savers deposits safe and secure, offering good long term value and ensuring good conduct outcomes.

Cushon Group Ltd

Cushon is a fintech using its world-leading financial technology to engage savers and empower them to build a better financial future. Cushon offers pension and savings products via an intuitive mobile app that provides a highly personalised experience and environmentally friendly investments, making it easy for customers to manage their money and invest in a way that aligns with their personal goals and beliefs. Cushon currently has over 200,000 customers with £840m of assets under management. Its corporate clients include 250 well known blue-chip companies including many of the FTSE 100, plus over 7,500 smaller employers across the UK.

Dakers, Andrew

Danesmead ESG Limited

We provide bespoke ESG services such as implementing new policies and procedures, training and reporting for investment managers and allocators, specialising in hedge funds and private equity.

Development Vectors ltd

Development Vectors is a multi-discipline multi-sector consulting and advisory company on a mission to help our clients accelerate the transition from ideas to concrete results through efficient assessment and execution of Alternative Direct Investments. Our clients include institutional and family office investors, entrepreneurs, and private individuals for whom we aim to achieve sustainable investment growth and the best financial outcomes consistent with the imperative of making a positive environmental, social and economic impact. Risk management, high yields and sustainability constitute the foundations and guiding principles in our efforts and advisory services in meeting the ESG imperative. We are active in 4 sectors Renewable Energy, Property and Private Equity and inflation linked Fixed Income Direct Investments with market exposure upside.

Devlin Mambo LLP

We provide specialist support and strategic thinking to investment managers across a comprehensive range of disciplines. Our platform offering, DM ESG Insights, enables investment managers and asset owners to perform robust due diligence, selection and management of ESG solutions providers.

Diocese of Westminster

Dolphin Living

Downing LLP

Downing's purpose is to make investment more rewarding. Rewarding by being profitable for our investors, rewarding by helping businesses grow, and, through their success, ultimately rewarding for society.

EIRIS Foundation

The EIRIS Foundation is a charity registered in England and Wales working in the area of responsible investment. The Foundation has over 30 years’ experience of providing free and objective information on ethical finance and corporate activity to the public.

EMK Capital LLP

EMK's vision is to support management teams to achieve transformational growth and to build world class businesses which are leaders in their market.

Asset Class - Equities
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Best-in-class

ESG Accord Ltd

ESG & Sustainable compliance/advice framework & consultancy. By raising transparency & market participation we help deliver best practice outcomes across the full ESG & Sustainable spectrum. We provide; *Innovative ESG and Sustainable Finance compliance framework & consultancy services for Advice Firms, Networks, Nationals and Family Offices *Independent industry reports: ‘deep-dive’ ESG & Sustainable MPS Report, from end of Q1 2022 *Consultancy services, training & proposition development for Fund Groups & DFMs

ESG Communications

ESG Communications is a communications consultancy specialised in responsible investment and sustainability. Our work with major financial institutions, initiatives, foundations, non-profits and public sector clients give us first-hand experience in communicating sector-specific information to the audiences that need to hear it. We support these leading voices in the sustainable investment community with their strategic communications and positioning. From press releases to blogs, op-eds to reports, webinars to podcasts – we help our clients produce memorable and compelling content that sticks, and with global media connections established over decades in the game, we land these key messages in world-leading media outlets.

East Sussex Pension Fund

The East Sussex Pension Fund aims to provide secure pensions for its members. It achieves this by investing in a wide range of assets, highly diversified across asset classes and global markets.

Ecology Building Society

Ecology’s mission is to build a greener society. We play our part by providing mortgages for properties and projects that have a positive environmental or social impact. These include self-builds, conversions, boat moorings, woodlands and energy-efficiency initiatives as well as supporting community-led housing. Our lending supports individuals, community organisations and small-scale developers with sustainable building projects. We’re owned by our members, and mortgages are funded through our range of ethical savings accounts. We’re a Living Wage employer, and have a policy that no basic salary should exceed eight times the lowest full grade available. Ethical Consumer magazine has rated our savings and mortgages as an ethical ‘Best Buy’ and have received a Good Egg award from Good with Money.

Savings accounts (such as ISAs)
Mortgages

Economics for the Environment Consultancy (EFTEC)

EdenTree Investment Management

EdenTree are pioneers in responsible and sustainable investing, having launched the Amity UK Fund as one of the first ethical equity funds in the UK, in March 1988. We are proud of our 30 year track record in delivering exceptional, long-term results for our clients. Based in the heart of the City of London, our investment team also have some of the longest continuous track records of any in the UK investment community. Today, we have £3.7bn of assets under management across our range of screened and non-screened funds.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Balanced
Style - Exclusions
Style - ESG integration
Style - Engagement and voting

Edison Wealth Management

Edison is an independent, fee-based wealth management firm providing financial planning and discretionary investment management advice. We help individuals, families and trustees grow and create wealth. Our philosophy is simple. Wealth only becomes meaningful when it is directed to help achieve a goal. Our role is to help our clients make their money meaningful by enabling them to give their wealth purpose and direction. Clients say we are straight talking and unpretentious, and our advice is clear and to the point. Edison's culture is one of social responsibility, with a founding principle to make the lives of our clients and our staff better.

Environmental Industries Commission, The

Esmee

We aim to improve our natural world, secure a fairer future and strengthen the bonds in communities in the UK.

Ethex

Ethical Futures LLP

We are an independent, Edinburgh based firm, dedicated to providing ethical financial planning and advice to private clients, small employers, trusts and charities. In our world of financial advice, our experience has convinced us that there’s a better way of helping people plan for their futures - by connecting their money to their values. Ethical Futures was established in 2005 with the aim of offering an ethical financial planning service. Our team have extensive experience in ethical financial planning and advice. Our aim is to help you make your money change your world.

Investment
Wealth planning
Pensions

Ethical Investment Co-operative ltd, The

We aim to provide a financial planning service which not only takes the financial objectives into consideration but also the individuals concerns in relation to their environmental, social and ethical criteria. We offer a range of solutions within the investment and pension areas of planning including bespoke as well as risk-based ethical model solutions. Within the remit, the objective planning is designed to ensure we capture what is important to the client and marry up the financial planning in line with the individuals inclusion and exclusion criteria. This is driven through the whole planning process from start to finish.

Investment
Wealth planning
Pensions

Ethical Investments (SW) Ltd

Ethical Investment South West’s mission is to enable clients to invest ethically and sustainably, and contribute to the achievement of the UN Sustainable Development Goals. We offer an ESG focussed centralised investment proposition of products and services, selected for their financial performance and social and environmental benefits. We are directly regulated by The Financial Conduct Authority to give advice on Investments and Pensions. We also offer protection products, including Term Assurance, Critical Illness Cover, Income Protection, Mortgage Protection, Whole of Life, Keyperson Cover and Private Medical Insurance.

Investment
Insurance
Wealth planning
Pensions

Ethical Money

Our goal is to help as many ethically focused people as we can access suitable investments for their pensions and savings and achieve their financial goals while making a positive contribution.

Investment
Wealth planning
Pensions

Ethical Screening

Ethical Screening undertakes research and analysis into non-financial aspects of corporate activity that concern socially, environmentally and ethically motivated investors. Our mission is to empower investors with accurate, reliable and trusted information on which to base sustainable investment decisions. We provide information and guidance directly to individuals and charities to enable them to manage their money according to their principles; and to investment managers and financial advisors to enable them to provide the same services to their own clients. We also provide screening services to managers of retail ethical investment funds. Our research and consultancy also have applications in investment policy development, due-diligence, compliance and brand/sponsor screening.

Everyone Matters

Everyone Matters is a not-for-profit advocacy group seeking to transform culture for everyone in financial services to drive human and environmental sustainability. We’re the first group to link the importance of diversity of thought with human and environmental sustainability. We were founded in 2023 by Pat Sharman and Mike Evans, who have a combined 73 years’ experience in financial services. We’re supported by six ambassadors, including Stuart White, CEO of HSBC Asset Management (UK). Our membership is open to everyone across financial services. We promote the power of equality, inclusivity and diverse thinking to drive more creative and critical thinking to help address how the financial services industry limits the impact of climate change, biodiversity loss and manages social change.

FAIRR Initiative

FAIRR is a global collaborative network founded by investors for investors. We help investors identify and prioritise ESG risks linked to intensive animal production in order to integrate these factors and quantify their impact within their portfolio analysis. We also facilitate collaborative investor engagements with global food companies to improve performance on selected ESG issues in the sector.

Company-level ESG data
Company-level ratings
Thematic research (e.g. carbon, water, AI, etc)

FE Investments Ltd

FE Investments is a discretionary investment manager, who provide managed portfolio services for financial advisers across the UK. Their investment philosophy focuses on controlling risk and maximising diversification to deliver clients’ investment objectives. This is combined with integrated analysis of environmental, social and corporate governance ('ESG') factors in order to better manage risk and generate sustainable outcomes. They combine decades of fund data analysis and sector leading technology with the expertise of a dedicated investment team to help clients achieve their investment goals. Since launching in 2015 they have grown to around £4.8 billion of assets under management. FE Investments provide a range of portfolios that are designed to meet the needs and requirements of a diverse range of clients.

FTSE Russell

FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. FTSE Russell is a pioneer of sustainable investment tools and services with nearly two decades of direct client engagement delivering a range of transparent data models and associated indexes. FTSE Russell also plays an active role in all the major regional sustainable investment industry associations. As a founding signatory, FTSE Russell also helped develop the United Nations-backed Principles for Responsible Investment (PRI).

Company-level ESG data
Company-level ratings

Federated Hermes Limited

Our mission is to help beneficiaries retire better. To achieve this, we aim to be the world's leading provider of superior long-term holistic returns for savers, thus creating value for all stakeholders in the financial system. Our specialist, high conviction investment teams manage assets across equities, credit, infrastructure, private equity, private debt and real estate. Critically, we have one of the world’s largest stewardship resources of any fund manager in the world. Launched 15 years ago, EOS at Federated Hermes provides a platform for like-minded investors to pool resources, creating a powerful force for positive change.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact

Fidelity International

Fidelity pursues an active investment style through portfolio management decisions, maintaining an ongoing dialogue with the management of investee or potential investee companies and voting on resolutions at general meetings. Our primary objective is to deliver investment performance to our clients by seeking a long term understanding of all aspects of the companies in which we invest. The intensive analysis which accompanies an initial investment continues throughout and beyond the life of the investment itself. We offer products across all asset classes.

Field Intelligence Ltd

Field Intelligence is an intelligence and investigations firm working to be part of the solution to the climate crisis. We find information and insights through a global network of people to legally obtain information that is not publicly available.

Finance Innovation Lab

The Finance Innovation Lab builds power to transform the financial system for people and planet. We cultivate a community of systems-changemakers and work on initiatives that impact mental models and power dynamics in finance for deep, lasting change. Our work focuses on growing purpose-driven finance, shifting mainstream finance, influencing law, regulation and policy, and building our community.

First Sentier Investors (including First State Investments)

First State Investments, also known as First Sentier Investors in Australia, is a global asset management business focused on providing high quality, long-term investment capabilities to our clients. We offer a comprehensive suite of investment capabilities across a number of sought-after asset classes. We have 17 independent teams operating across equities, fixed income, listed and direct infrastructure and multi-asset, including Stewart Investors, a pioneer in emerging market equities and sustainable investing, and FSSA Investment Managers, our leading Asian and global emerging markets equities investor.

Foresight Group LLP

Established in 1984, Foresight is a leading independent infrastructure and private equity investment manager with over £6.5 billion of assets under management. We manage money for more than 28,000 private investors and some of the world's leading financial institutions, government organisations, pension funds and insurance companies. Our team now exceeds 235 people across our global office network. We have a combined investment experience of more than 900 years and our AUM has more than doubled in the last five years. Sustainability and consideration of Environmental, Social and Governance (“ESG”) factors lie at the heart of Foresight’s business. We believe that acting conscientiously and investing responsibly are critical to the long-term success of our business and society as a whole.

Asset Class - Equities

Forum per la Finanza Sostenibile (ItaSIF)

Franklin Templeton Investments

Franklin Templeton is a global investment firm founded in New York City in 1947. Today manages $678bln AUM in strategies across Equities, Fixed Income, Multi Assets and Alternatives for global investors.

Friends Provident Foundation

Friends Provident Foundation is an independent, endowed, charity that is striving for a fair and sustainable economic system that serves people and planet. We connect, fund, support and invest in new thinking to shape a future economy that works for all.

Frost Consulting Ltd

Frost Consulting provides research valuation/benchmarking platforms to allow asset managers to maximize research ROI and demonstrate alignment with specific investment strategies agreed with asset owners, including ESG products.

FundSense

FundSense is an automation solution for the investment sector, aimed at reducing work duplication and enhancing efficiency. We focus on sustainability, addressing regulations like SDR and SFDR, and simplifying complex multi-vendor ESG data deliveries lacking normalization. In partnership with ESGAccord, we are launching GreenGauge, an adviser-focused platform offering tools, data, and ESG.

Fundamentum Property Advisers Limited

Fundamentum Property Advisers are the Investment Adviser to the Fundamentum Social Housing REIT PLC. We specialise in supplying Supported Housing assets across the UK, in partnership with housing providers for the UK's most vulnerable people. The housing we provide is for tenants within specific interest groups with identified needs, such as learning disabilities, autism or mental health struggles. We strive to continuously supply high-standard, specialist properties which meet the requirements of Local Authority’s needs. We are fully focused on providing socially responsible investment opportunities to our investor base.

Asset Class - Property
Style - ESG integration
Style - Impact

Fundamentum Social Housing REIT plc

Fundamentum Social Housing REIT was established in 2019 specialising in the UK Supported Housing sector. The FSH REIT team has a proven track record in delivering professional services within the UK Social Housing market, with a combined +40 years’ experience in the sector. Through its partnership with not-for-profit accommodation providers, properties are secured with long-term leases (20-years), on an index-linked basis and with all ongoing maintenance taken care of by partnering Housing Providers. The housing we provide is for tenants within specific interest groups with identified needs, such as learning disabilities, autism or mental health struggles. We strive to continuously supply high-standard, specialist properties which meet the requirements of Local Authority’s needs. We are fully focused on providing socially responsible investment opportunities to our investor base.

Future Planning

Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas, as we utilise technology to help and work with clients both near and far.

GAM UK Limited

GAM Investments is an independent global asset management firm focused purely on active investment strategies. The company provides active investment solutions and products for institutions, financial intermediaries and private investors. For over 35 years GAM has employed an active investment management approach based on original thought, freedom of action and true conviction investing. The core investment business is complemented by private labeling services, which include management company and other support services to third-party institutions.

Global Canopy

Global Canopy targets the market forces destroying nature. We are a 60-strong not for profit organisation headquartered in Oxford and working with partners around the UK and in Brazil, Indonesia, Sweden, and China.We provide data for nature. This means we improve the data and tools available for companies and financial institutions so that they can reverse nature loss instead of driving it. We hold financial institutions and companies to account for their actions and show them how to change. We advise governments and politicians on legislation around market impacts on nature, working to strengthen the expectations and regulations that govern corporate behaviour. We focus on halting and reversing deforestation. Forests are home to the majority of the world’s biodiversity and are essential carbon sinks absorbing our greenhouse gas emissions.

Global Child Forum

Global Child Forum was founded by the King and Queen of Sweden in 2009. Our aim is to improve the way businesses all over the world impact children. We do this by, in collaboration with Boston Consulting Group, publishing the worlds largest benchmark on how the 2000 largest companies in the world impact children. We offer tools, services, networking events etc (all free of charge) to help companies improve their scores and impact. We recently, started working with the financial sectors, we share the underlying benchmark data with them (also for free). To date, 14 investors wirth 7.2 trillion USD are using the data. Some of these are London based and our colleagues who work with the fiancial sector are British and spend much time in the UK.

Global Returns Project

We make high-impact climate philanthropy normal and easy in financial planning, investment management and corporate social responsibility.

Good Green Money Ltd

Socially responsible, environmentally positive, financial advice. Good Green Money is a UK based, independent IFA firm specialising in providing ethical financial advice for the conscientious wealthy. Any investment portfolio that we recommend is not only designed to specifically suit each individual client, but is also invested in such a way as to help society and the planet. We typically help people: •planning for retirement (pension tidy up, growing investments, retirement guidance) •in retirement (income generation, passing on assets, investment management) •with a cash sum to invest (inheritance, pension cash, windfalls, business sale, career leap) •with complex affairs (multiple goals, large families, tax concerns, divorce, mental incapacity) •looking to invest with charitable intent (gifting excesses, managing charity funds, leaving charitable legacies)

Gordian Advice

Gordian Advice helps institutional investors integrate responsible investment into their portfolios & investment strategies by helping them to: •Understand the ESG, Climate and Sustainability risks embedded in their investments •Develop beliefs, policies & practices to manage, monitor and report on these risks •Understand the potential impact of climate and sustainability risks on their strategy •Develop portfolio alignment, ambitions, and targets •Improve the Stewardship of their assets Gordian Advice has worked with clients across corporate DB, LGPS and DC pensions who oversee over £100 bn in assets. Gordian Advice offers differentiated support through partner-level engagement that offers bespoke advice not repackaging to develop market savvy strategies from a prize-winning thought-leader.

Gow, William

Green Angel Ventures

Green Angel Ventures is the reference investor for early-stage UK climate innovation. We operate and manage Green Angel Syndicate (a 350+ person network of specialists exclusively investing in climate innovation), our EIS Climate Change Fund, and invest an allocation of funding on behalf of the UK government. We find startup companies with the technologies or processes needed to help tackle the biggest problem facing humanity. Our specialist members and Funds invest in the best of these companies, and help them grow to maximise their climate impact and financial returns.

Green Investment Partners

Green Investment Partners Limited is a London-based investment management firm, authorised and regulated by the FCA. We invest in sustainable businesses accelerating the energy transition, with a long-term horizon focusing on growing capital and cutting carbon. Green Investment Partners was founded by Fabian Leonhardt, formerly of Augusta & Co, and Joshua Cole, formerly of Guinness Asset Management in 2018.

Greenbank

Greenbank specialises in creating bespoke ethical and sustainable portfolios for high net worth private clients, trusts and charities. Our aim is to help clients achieve their aims, generating the financial returns that they need without compromising their values. We do not restrict clients to a ‘one-size-fits-all’ solution, but instead tailor portfolios to meet both their financial aims and their ethical, ESG or sustainability requirements. In doing this, we are committed to bringing about positive change in business practice through sustainable investment and engagement – not just because we feel that this is the responsible approach but because we believe it is also sound financially.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Balanced
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class
Wealth Management

Greenspace Sustainable Financial Planning

The Greenspace mission is to help the world recover from the environmental catastrophe that we find ourselves in, to help reduce corporate exploitation of people and to promote ethical and sustainable values. We aim to do this through redirection of funding from companies that have a negative impact on the world into companies that are having a positive impact and helping to achieve the UN Sustainable Development Goals. We will do this by using the most transparent and sustainably orientated fund managers that we can find. We will engage our clients on key issues and have a positive impact our selves by working with charities and businesses that want to create lasting change.

Style - Sustainability
Style - ESG integration
Style - Impact
Thematic research (e.g. carbon, water, AI, etc)
Impact measurement
Investment
Wealth planning
Pensions

Gresham House Plc

Gresham House plc (GHE.LN) is a London Stock Exchange-quoted specialist asset manager providing funds, direct investments and tailored investment solutions, including co-investment, across a range of differentiated alternative investment strategies. We focus on five areas of alternative investments - Forestry, New Energy, Housing and Infrastructure, Public and Private Equity - across two divisions, Real Assets and Strategic Equity. As of 31 December 2019, the firm manages £2.8bn in assets under management on behalf of institutions, family offices, high-net-worth individuals, charities, endowments and private individuals with the objective of helping them achieve their financial goals. The Group’s aim is to build a leading specialist alternative asset management firm that delivers long-term value to shareholders and clients through superior and attractive returns underpinned by long-term alignment. Gresham House is committed to operating responsibly and sustainably and believes taking the long view in delivering sustainable investment solutions will continue to be a growing factor in the strength of our market positioning.

Asset Class - Equities
Asset Class - Property
Asset Class - Infrastructure
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact

Guinness Global Investors

Guinness Asset Management is an independent, 100% employee-owned, London-based fund management company. Founded in 2003, we provide a range of long-only, actively managed funds to individual and institutional investors, and specialise in global, regional, and thematic equity strategies. Our funds are managed on an unconstrained, concentrated, low-turnover basis with a high level of conviction. Our ownership structure ensures our company’s interests remain firmly aligned with those of our investors. Alongside our public markets experience, we offer an EIS service investing in private companies across a range of sectors and an AIM EIS investing in AIM-listed companies. As at 30th November 2020, Guinness Asset Management has – in combination with our US sister-company, Guinness Atkinson Asset Management – $3.54 billion of group AuM.

Guy's and St Thomas' Foundation

At Guy’s & St Thomas’ Foundation, our mission is clear – to build the foundations of a healthier society. For over 500 years, we’ve been a constant in London’s ever-changing landscape, at the leading edge of health. Our home in the heart of a global city is vibrant and diverse, but it is also a place with stark health inequity. Our commitment and work are backed by our endowment, which allows us to take a long-term view while addressing the real and urgent health issues of today. Our focus is on backing people and ideas to drive more equitable health. We invest, partner, engage and influence to come at big health challenges from all angles. Through our family of forward-looking organisations, we collaborate with our communities, partners and hospitals, and use our assets to transform lives.

HSBC Global Asset Management

HSBC Global Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Global Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 26 countries and territories, delivering global capabilities with local market insight. As at 30 September 2019, HSBC Global Asset Management managed assets totalling US$512bn on behalf of its clients. For more information see www.global.assetmanagement.hsbc.com

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class
Wealth Management
Company-level ESG data
Thematic research (e.g. carbon, water, AI, etc)
Corporate engagement & voting
ESG Reporting & Communications
Investment
Insurance
Pensions

Handelsbanken Wealth & Asset Management

At Handelsbanken Wealth & Asset Management, we offer a range of global multi asset strategies, including sustainable, designed to appeal to investors with varying risk/return objectives. As part of the Handelsbanken Group, one of the world’s safest banks (Global Finance 2022) we belong to a business committed to financial stability, prudence, long-term relationships and a strong local presence. These cultural cornerstones ensure that sustainability is woven into our everyday operations: in our actions as a responsible employer and purchaser, our work to minimise our environmental impact, our commitment to responsible investing, and in the active role our branches play in local communities throughout the country. All of this underpins Handelsbanken’s efforts to contribute to a more sustainable future. We see responsible financing and investment as our biggest opportunities to influence sustainable development in society. Our wealth management advisers around the country put customers’ long-term financial wellbeing at the heart of their advice, while we, in asset management, offer four multi asset sustainable funds that provide the building blocks our customers require to meet their risk/return objectives through responsible and sustainable investing.

Hanover Square Capital (UK) Ltd

Hanover Square Capital (UK) Ltd. (“HSC”) is a financial and development finance and an asset management advisory firm authorised and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom. HSC comprises a small team of professionals dedicated to providing bespoke level of services to their clients and maintaining the highest standards and best practices to achieve client objectives. We work closely with the client to develop a strategy to efficiently implement the mandate that incorporates ESG aspects in execution. We are a team of seasoned professionals with experience in debt and equity capital markets, in structured credit transactions, in infrastructure project development and funding, in private equity investments in energy, and in broad spectrum of industries and sectors.

Hardman Research Ltd

Harpsden Wealth Management

Established in 2008, Harpsden Wealth Management is a privately-owned, multi award-winning company dedicated to helping private clients and trustees to build, manage and protect their wealth throughout the generations. We believe that the disciplines of financial planning and portfolio management are both interlinked and equally important to helping our clients meet their long-term goals. Our aim is to provide our clients with an industry-leading proposition, combining the personalised and proactive service of a traditional investment boutique with institutional fund management capability and progressive financial planning. We seek to build long-term, mutually beneficial working relationships with our clients and are committed to delivering an outstanding service that is both competitive and transparent.

Investment
Wealth planning
Pensions

Heron House Financial Management Ltd

We are here to help our clients manage and grow their wealth through advice that is personal, professional and clear. We have been doing that for clients across the UK for over 25 years. We offer a range of services to meet our client's financial planning and wealth management needs; Financial & Life Planning, Wealth Management, Retirement Planning, Inheritance and Estate Planning, Ethical, Sustainable and Environmental Investing, Personal Injury and Court of Protection.

Investment
Wealth planning
Pensions

Hindsight Consultancy

Hindsight Consultancy was founded in 2016 to advise clients on climate change, natural capital and ESG .

Holden & Partners

To continue Holden and Partners’ development as a modern 21st century ethical financial planning & investment firm, using technology to appeal to all generations with excellence in both client service & satisfaction at the heart of what we do.

Investment
Insurance
Wealth planning
Pensions

Holder & Combes

Holder & Combes are a boutique financial consultancy for SMEs and private clients. Our aim is to provide clients with the best independent financial advice, free of jargon, face to face. Our services include: advice on investment and wealth management; retirement planning and pensions advice and consolidation; insurance (personal, family, business); independent mortgage advice; trust and estate planning and wills; tax planning; and currency exchange. The partners, Ed and Nick, hold both Chartered and Certified Financial Planner status between them.

Investment
Insurance
Wealth planning
Pensions

HydrogenOne Capital

HydrogenOne is the first London-listed hydrogen fund investing in clean hydrogen for a positive environmental impact. The Company was launched in 2021 with an investment objective to deliver an attractive level of capital growth by investing in a diversified portfolio of hydrogen and complementary hydrogen focussed assets. INEOS Energy is a strategic investor in HydrogenOne. The Company is listed on the London Stock Exchange's main market (ticker code: HGEN).

ICEBERG DATA LAB LTD

Iceberg Data Lab provides environmental data solutions to financial institutions. Increasingly, stakeholders are demanding greater accountability from financial institutions about the impact of their portfolios on the environment. There is growing awareness among society at large of the vital importance of curbing climate change, preserving ecosystem services and assessing the overall contribution of corporates and institutions to sustainable development. Iceberg Data Lab develops metrics and tools to help financial institutions report and manage their environmental impact.

IFM Investors

IFM Investors was established more than 25 years ago with the aim to invest, protect and grow the long-term retirement savings of working people. Owned by a group of Australian pension funds, the organisation has £117 billion under management as at 31 March 2023. Because IFM is owned by industry pension funds, we prioritise the interests of 600 like-minded investors worldwide by focusing on assets that combine excellent long-term risk/reward characteristics with broad economic and social benefits to the community. As a signatory to The United Nations-supported Principles for Responsible Investment, IFM actively engages on ESG issues with the companies in which we invest with the aim of enhancing their net performance while minimising investment risk. Operating globally from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, Milan, New York, Hong Kong, Seoul and Tokyo, IFM manages investments across infrastructure, debt, listed equities and private equity assets.

ISS

ISS ESG is the responsible investment arm of Institutional Shareholder Services Inc., the world’s leading provider of environmental, social, and governance solutions for asset owners, asset managers, hedge funds, and asset servicing providers. With more than 30 years of corporate governance expertise and 25 years of providing in-depth responsible investment research and analytics, ISS ESG has the unique understanding of the requirements of institutional investors. With its comprehensive offering of solutions, ISS ESG enables investors to develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through screening solutions.

ISS ESG

ISS ESG is the responsible investment arm of Institutional Shareholder Services Inc., the world’s leading provider of environmental, social, and governance solutions for asset owners, asset managers, hedge funds, and asset servicing providers. With more than 30 years of corporate governance expertise and 25 years of providing in-depth responsible investment research and analytics, ISS ESG has the unique understanding of the requirements of institutional investors. With its comprehensive offering of solutions, ISS ESG enables investors to develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through screening solutions. It also provides climate data, analytics, and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. In addition, ISS ESG delivers corporate and country ESG research and ratings enabling its clients to identify material social and environmental risks and opportunities. Along with these robust ESG offerings, the unit provides institutions with an established standard in measuring, analyzing, projecting, valuing, and discounting a firm’s underlying economic profit. For more information: www.iss-esg.com

Asset Class - Equities
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class
Company-level ESG data
Company-level ratings
Thematic research (e.g. carbon, water, AI, etc)
Impact measurement
Corporate engagement & voting
ESG Reporting & Communications
ESG performance metrics
Sustainability indexes & benchmarks
Investment
Insurance
Pensions

Impact Cubed

Drawing upon their direct sustainable investing experience, Impact Cubed delivers actionable ESG data & investment solutions. Their ESG data facilitates comprehensive analysis and reporting for both clients and regulators - and their proprietary 3D approach introduces an 'impact' dimension to the conventional risk-return paradigm, empowering investors to design bespoke sustainable strategies that optimise impact and minimise risk.

Impax Asset Management

Founded in 1998, Impax Asset Management is a specialist asset manager focused on investing in the transition to a more sustainable global economy. Across investment portfolios, Impax seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions to global investors, spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long-term. Impax manages funds and accounts in four areas: actively managed long-only equity, fixed income, real assets and smart beta.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class

Inrate AG

Inrate is an independent sustainability rating agency based in Switzerland. In total, we employ a total of 50 people, including our partner company in India. Since 1991 we have been combining in-depth sustainability knowledge with innovative research solutions for the financial markets. Our range of services includes ESG analyses, sustainability ratings, and shareholders.

Insight Investment

Insight Investment is a leading global asset manager responsible for over £735.5bn1 in assets under management across liability driven investment, fixed income and currency, multi-asset and absolute return.

Intercontinental Exchange (ICE)

Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds, and operates digital networks that connect people to opportunity. We provide financial technology and data services across major asset classes helping our customers access mission-critical workflow tools that increase transparency and efficiency. ICE’s futures, equity, and options exchanges -- including the New York Stock Exchange -- and clearing houses help people invest, raise capital and manage risk. We offer some of the world’s largest markets to trade and clear energy and environmental products. Our fixed income, data services and execution capabilities provide information, analytics and platforms that help our customers streamline processes and capitalize on opportunities.

Interface Financial Planning Limited

Our mission has always been to help ‘ordinary’ clients, putting people before profit and making a difference in our client’s lives before financial return. Alan Moran is strongly principled and highly motivated to do the right thing for his clients, he became a CFP in 1995 and a Fellow of the Institute of Financial Planning, and a Life Member in 1996. He is a Registered Life Planner and he is a trainer for The Kinder Institute of Life Planning. His string of qualifications puts him at the top of his profession. His company is Chartered, an Accredited Financial Planning Firm, and Certified to BS 8577.

Investment
Insurance
Wealth planning
Pensions

International Securities Lending Association

Invesco

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Since investing is all we do, we can focus solely on delivering results for our clients in way that are meaningful to them. We offer a wide range of single-country, regional and global capabilities across major equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles. At Invesco, all of our people and resources are dedicated to helping investors achieve their financial objectives. As fiduciaries, our first priority is to protect our clients' interests, and continue building on the foundation of trust we've established while seeking to deliver strong, long-term investment performance.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Infrastructure
Style - Sustainability
Style - ESG integration
Style - Engagement and voting

Investing Ethically

We are financial planners specialising in ethical finance – and we’re passionate about it! We can help you take your principles into account, so your money can make a positive difference in the world. We provide advice on pensions, investments, and other financial products – but we also offer much broader support on planning, budgeting and meeting long-term goals in life.

Investment
Insurance
Wealth planning
Pensions

Iona Capital Ltd

Since 2011 Iona has managed funds on behalf of institutional pension funds and successfully invested these in long term projects within the UK renewables market.

Asset Class - Equities
Asset Class - Infrastructure
Style - Sustainability
Style - ESG integration
Style - Best-in-class
Investment
Pensions

JEM Financial Planning Ltd

With offices located in Broadway, Draycott, Stourbridge, Chipping Campden, Worcester, Stratford upon Avon, Gloucester and Kenilworth we are perfectly located to offer financial advice to all of Gloucestershire, Worcestershire and Warwickshire. Investing ethically doesn’t mean sacrificing performance anymore – there are plenty of ways to achieve both aims in your portfolio. Our mission is to provide a clear, professional and personal service which is essential in today’s ever-changing and often confusing world of Financial Services and products. We are both fiercely independent and ‘whole of market’ - we have no direct ties to any investment house or product provider. This means that we can make the best possible recommendation to you without any outside influences.

Jan Oliff Financial Planning

For over 30 Years, Jan has provided a first class service to clients from her earlier days in London and later after moving to Bristol and starting her own firm.
She now advises clients in Bristol, Surrey, Oxfordshire, Worcestershire, Gloucestershire, Dorset, Cornwall and Cardiff ~ and many places in between ~ Jan believes that business is client-centred and, for that reason, is careful to maintain a client portfolio that enables her to provide the professional service that each demands and deserves.
See Oliff.info

Janus Henderson

Janus Henderson Investors is a leading global active asset manager. We exist to help clients achieve their long-term financial goals. We offer expertise across all major asset classes, with investment teams situated around the world. Janus Henderson capabilities include equities, quantitative equities, fixed income, multi-asset and alternatives.

Asset Class - Equities
Asset Class - Fixed Income
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based

Johnston Carmichael Wealth

Johnston Carmichael Wealth are a team of Independent Financial Planners with offices located throughout Scotland. At Johnston Carmichael Wealth, what’s important to us is that you live life on your terms. We believe in intentional living - the art of making your own choices - and, as such, our philosophy is simple: your goals and aspirations, our expert advice.

Our team of independent financial planners prioritise really understanding what’s important to you, so we can create a bespoke financial plan that is uniquely tailored to your objectives and sustainable preferences. Whatever you want your future to look like, our expertise and experience will help you make it a reality.

Joseph Rowntree Charitable Trust

The Joseph Rowntree Charitable Trust is a Quaker trust which supports people who address the root causes of conflict and injustice. This support is provided, primarily, through funding applied for by applicants.

Jupiter Asset Management

Jupiter is a high conviction, active fund manager committed to making a positive difference for our clients by helping them achieve their long-term investment objectives. Jupiter founded in 1985 now offers a broad range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives.

JustShare

KGJ Insurance (Stourbridge) Ltd

KGJ Insurance Brokers (Stourbridge) Ltd. is a family business situated in Stourbridge in the West Midlands. We were established by Martin Wood our Managing Director in 1969. Our company number is 00948748.

Keyte Ltd

We are award winning Chartered Financial Planners advising clients on their pensions and investments and how to align their arrangements with their views on social, ethical and environmental (SEE) issues.

Investment
Insurance
Wealth planning
Pensions

King and Shaxson

King & Shaxson is a City firm dating back to 1866 and has been owned by Phillip Capital, Singapore, since 2002. Phillip Capital have offices in 17 countries. King & Shaxson Asset Management has been managing ethical portfolios since 2002 and it is our sole focus. We offer both bespoke and model portfolios, managed on a discretionary only basis. The interaction between investment objectives and ethics is very important in portfolio construction, and our heritage means we have an extensive understanding of this.

Kleinwort Hambros

Kleinwort Hambros has experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets. We know how to simplify life’s financial challenges, and offer a wide range of services through an holistic approach based on trust, service and expert knowledge. Driven by shared values of team spirit, commitment, responsibility and innovation, our teams are focused on delivering a truly personal service. All our staff, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity. Kleinwort Hambros enjoys the benefits of being part of Societe Generale with valuable access to the resources and services of one of the world’s leading financial groups.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Balanced
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Impact
Style - Best-in-class
Savings accounts (such as ISAs)
Current accounts
Mortgages
Loans
Investment banking
Wealth Management
Company-level ESG data
Investment
Wealth planning

Koru Impact Solutions

Koru Impact Solutions is a trailblazing financial technology (FinTech) company specialising in environmentally beneficial investment.

Based in the UK, our innovative software and consultancy solutions empower individuals and businesses to navigate the complex world of environmental impact regulations, helping financial professionals save time, maintain compliance, as well as helping ensure responsible investing is rewarded.

We provide a top-down solution for fund managers which stream lines impact reporting and aligns with climate regulations. Fund managers have lots of data disaggregated data that we turn into easily digestable outputs.

LGPS Central

LGPS Central Limited manages the pooled assets of eight Midlands-based Local Government Pension Scheme funds. With combined assets of approximately £55bn, and representing the retirement savings of around 1 million scheme members across over 2,000 employers, LGPS Central Limited’s Partner Funds are; Cheshire Pension Fund, Derbyshire Pension Fund, Leicestershire Pension Fund, Nottinghamshire Pension Fund, Shropshire Pension Fund, Staffordshire Pension Fund, West Midlands Pension Fund, and Worcestershire Pension Fund.

La Française Group

Organized around two business lines, financial and real estate assets, La Française has developed a multi-boutique model to serve institutional and retail clients in France and abroad. La Française has operations in Paris, Frankfurt, Hamburg, London, Luxembourg, Madrid, Milan, Hong Kong, Seoul.

Lane Clark & Peacock

Behind every piece of data, there are numerous possibilities. By fusing human instinct with analytical insight to identify sparks of opportunity, we help our clients navigate clearly through complexity to make decisions that matter to their business and to our wider society. We are powered by our desire to solve important problems to create a brighter future. We have market leading capabilities across pensions and financial services, energy, health and analytics and bring a breadth of knowledge and specialist skills that help our clients solve problems and embrace opportunities.

Lendology CIC

Lendology CIC is a pioneering B Corp and social enterprise lender, regulated by the Financial Conduct Authority, with a mission to transform homeowners' lives. Collaborating closely with local councils across the UK, Lendology offers an extensive range of financial solutions, addressing a spectrum of homeowner needs. From essential home repairs and improvements to energy-efficiency upgrades, renewable technology installations, and adaptations for accessibility, Lendology CIC is committed to fostering a safe, sustainable, and inclusive living environment for all.

What truly sets Lendology apart is its unwavering dedication to fairness. Regardless of individual circumstances, loan amounts, or terms, every applicable homeowner receives the same fixed interest rate. This approach ensures equitable access to financial support, eliminating the need for high-cost credit arrangements that can burden many individuals.

Life Financial Planning

As Independent and Chartered Financial Planners we help make a difference to our clients and their families by helping them to live their best possible life. We advise businesses and individuals throughout the UK – offering independent, sound and practical advice to those who need it. We understand seeking help is a big step. By listening to our clients and learning how their families’ lives work and truly understanding what they are looking to achieve, we can help them remove the fear of their financial future by implementing the best strategies and help them move forward in a positive way. Through our work we help remove the hassle and burden of their financial situation and help them to save money – and more importantly precious time – so they can spend it doing the things they enjoy.

Liontrust

Liontrust is a specialist asset manager that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and listed on the London Stock Exchange in 1999. We are an independent business with no corporate parent. Our purpose is to enable investors to enjoy a better financial future. We believe investment processes are key to long-term performance and effective risk control. Our fund managers are truly active in applying their investment processes. There is no house view - our fund managers have the freedom to manage their portfolios according to their own investment processes and market views.

Lombard Private Clients

Columba offers a high value financial advice proposition to Private Clients, supported by a collection of highly experienced and talented financial professionals with the tools, advice and experience to put you in control of your financial independence.

Style - ESG integration
Wealth Management
Sustainability indexes & benchmarks
Investment
Wealth planning
Pensions

M&G Investments

At M&G Investments, we have been investing money for individual and institutional clients for more than 80 years and our principles of long-termism, responsible stewardship of our assets and active fund management have been the foundation of our approach throughout. Our overall aim is to grow our customers’ wealth and improve their world by investing with care. We seek to identify the best opportunities, across fixed income, equities, property and infrastructure, for people who care how their money is invested.

MFS Investment Management

In 1924, MFS launched the first US open-end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long-term value responsibly for clients. That takes a sustainable investing approach built on: •Collective expertise – teams of diverse thinkers who actively debate ideas within a culture of shared values and collaboration •Long-term discipline – conviction over longer time horizons to broaden opportunities and performance incentives aligned with client outcomes •Risk management – the potential to recognize material risks and opportunities while managing long-term performance for clients

MSCI

Maanch Limited

Maanch provides holistic and innovative solutions for unserved needs in stewardship management. The Engagement Tracker is our solution for investors - an intuitive tool that facilitates sustained and targeted impact over time by efficiently recording, tracking and organizing issues, interactions and voting data with all portfolio companies. It also helps in generating insights and bespoke reports across various sustainability standards.

Magenta Financial Planning

At Magenta we are passionate about ensuring that our clients achieve a state of financial well-being where they feel confident about their money and what it can help them to do in the future, allowing them the freedom to pursue their passions. The aim of our Financial Planning process is to help our clients plan and achieve their financial and lifestyle objectives, in the most tax efficient way, within their desired timescale and with the appropriate amount of acceptable risk.

Investment
Insurance
Wealth planning
Pensions

MainStreet Partners

MainStreet Partners was established in 2008 with the aspiration of providing investors with transparent and easy access to companies and funds that achieve consistent financial returns while improving people’s lives and protecting our planet.

We are the trusted ESG partner of top-tier investors for a simple reason: we provide a one-stop shop for their sustainability requirements at portfolio level. Our clients are some of the most sophisticated and leading Wealth Managers, Asset Managers, Banks, Insurances and Asset Owners in the financial industry.

MainStreet is based in London, regulated by the Financial Conduct Authority. We operate via two main divisions:

ESG Portfolio Analytics – we provide a holistic approach to ESG data analysis such as: transparent and detailed Fund ESG Ratings, assessment of clients’ portfolios to enhance their ESG profile and align them with the “green” regulation;
ESG Advisory – we have 15 years of experience creating ESG multi-asset and multi-manager model portfolios. We develop products with our partners targeting United Nations Sustainable Development Goals or thematic investments.

Our solutions are delivered through proprietary models and databases available on a unique and user-friendly ESG platform: ESG Everything - The ESG platform by MainStreet Partners Our clients can create sustainable model portfolios and/or analyse their assets thanks to:

ESG ratings of issuers (equities, corporate and government bonds, green and social bonds);
ESG ratings of funds with the addition of extra-financial disclosures and SDGs alignment;
Exclusion lists and analysis of controversial activities and behaviours;
Model portfolios targeting specific SDGs and extra-financial results.

Asset Class - Equities
Asset Class - Fixed Income
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Impact
Style - Norms-based
Style - Best-in-class
Company-level ESG data
Company-level ratings
Fund ratings
Impact measurement
ESG performance metrics
Investment consultancy
Investment

Man Group plc

We are an active investment management firm focused on delivering attractive performance and client portfolio solutions, deploying the latest technology across our business to help ensure we stay at the forefront of our evolving industry. We provide long-only, alternative and private markets products on a single and multi-manager basis. We develop bespoke solutions and fund of hedge fund services which utilise the firm's advanced technology, infrastructure and expertise. We continuously invest in technology, talent and research as we strive to deliver the best results for our clients. Across our investment managers, we manage US$ 138.4bn* for our global clients, with institutional investors contributing 79% (2021) of the group’s funds under management.

Maplecroft.NET Ltd

We are a global risk intelligence company, providing unparalleled insight into sustainability, resilience and ESG issues, underpinned by best in class geospatial data analytics

Marketing Alpha Partners

We help asset managers and pension schemes connect to their clients and members through careful articulation of their value proposition on corporate social responsibility and sustainable governance. We develop this connection through messaging, thought leadership, research and other communications, such as video and podcasts. We also work with the pensions sector on education.

Martin Currie

Martin Currie is an active equity specialist firm driven by our purpose – Investing to Improve Lives™ – and focused on managing assets through a range of investment solutions specifically designed to meet our clients’ needs. Whether this is matching return objectives, risk tolerance, liability profiles or income requirements, our differentiated suite of risk-adjusted solutions are underpinned by the benefits of active management and industry-leading Environmental, Social and Governance (ESG) analysis. Martin Currie offers both growth and income solutions within a suite of differentiated, high-conviction active equity strategies, each defined by their own investment style, process and risk framework. As at 30 June 2021 Martin Currie has US$22.5 billion under management and advice.

Mercer Investment Consulting

At Mercer, we believe in brighter — we redefine the world of work, reshape retirement and investment outcomes, and unlock real health and well-being.

Merseyside Pension Fund

Merseyside Pension Fund aims to provide secure pensions, effectively and efficiently administered to contributing employers. The Fund invests in a highly diversified portfolio of assets across multiple asset classes on a global basis.

Minerva Analytics

Mondrian Investment Partners

Mondrian is an employee-owned investment management firm with offices in London, Philadelphia and Singapore. We are value investors across the globe in both equity and fixed income asset classes. Our purpose is to provide a rate of return meaningfully greater than our clients’ domestic rate of inflation over the long-term with strategies that seek to preserve capital during protracted market declines. Founded in 1990, we have employed a detailed fundamental research process that includes engagement with the management of companies we invest in, allowing us to leverage our stewardship responsibilities whilst not micromanaging businesses, that is the foundation of our success. Mondrian’s well-resourced investment team manages assets on behalf of over 250 institutional clients.

Montanaro Asset Management

Montanaro Asset Management is an independent investment boutique focused exclusively on quoted Small & MidCap equities. We view our clients as our partners and seek to grow their investments sustainably over the long-term. We are Quality Growth investors. We take a common-sense approach to investing, identifying the highest quality Smaller Companies with the best management teams that we can own for the long-term.

Montreux Capital Management

Founded in 2010, Montreux Capital Management represents a group of investment firms specialising in boutique, alternative funds. With a global institutional client base, investors benefit from a specialist fund range which bears low correlation to the wider market, managed by our experienced partners. Advising funds for some of the world’s most respected global institutions and other well-informed, professional investors, Montreux understands the importance of a disciplined and sustainable approach in the investment process. By focusing on esoteric strategies, Montreux Funds aim to consistently generate returns regardless of movements in Equities, Bonds and the wider property markets.

Asset Class - Equities
Style - Impact

Mustardseed Trust

Mustardseed Trust enables an economy of care which is build on partnerships and regeneration. In a care economy, we are able to care for oneself, the community and for the ecosystem in a balanced way. In a care economy we have seen a shift from growth, debt-based, entropic economic systems managed by large, centralised institutions, to a regenerative network of decentralised, transparent, and mutually sustaining economies in services of humanity to live in dignity. The care economy supports markets that fully respect and account for ecosystem function. It also mutually respects and accounts for all types of labour and caring activities.

Navigator Financial Planning Ltd

Net Purpose

Net Purpose is the platform for sustainable and impact investors. We exist to help investors launch, grow and report on sustainable and impact funds. Net Purpose provides data and analysis on the social and environmental performance of companies and investment portfolios with the quality and transparency expected of financial data. Net Purpose maps this data to SDG targets, and all metrics collected also align to international standards such as the Global Reporting Initiative (GRI), the IRIS+ database of the Global Impact Investing Network (GIIN) and the European Union's Sustainable Finance Disclosure Regulation (SFDR).

Neuberger Berman

Neuberger Berman was founded in 1939 to deliver compelling investment results for our clients over the long term. We are passionate, independent investors united by our commitment to research-driven investment solutions and client service. Operating philosophy: - Client alignment: We believe that our 100% independent, employee ownership and singular business focus best aligns us with the long-term interests of our clients. - Culture of partnership and innovation: We are deeply attuned to the unique needs of each client. - Experience and stability: By design we attract individuals who share our passion for investing and who thrive in an environment of rigorous analysis, challenging dialogue, and professional and personal respect. - Breadth of perspective: Clients benefit from a global, diverse investment organization.. - Firm-wide ownership: As an independent, employee-owned manager, Neuberger Berman is devoted to identifying and managing risk—risk to our clients, risk to our portfolios, risk to our reputation.

Neural Alpha Ltd

Newton Investment Management Limited

Founded in 1978, Newton Investment Management is solely focused on investment management. Our purpose at Newton is to unlock investment opportunity so that our clients achieve their goals in the vibrant world we all want to see. Our client base consists of institutional pension clients (defined benefit and defined contribution schemes), government entities, charities and foundations, insurance companies, financial intermediaries and sovereign wealth funds. We seek to deliver strong outcomes to our clients across active equities, income, absolute return (including fixed income), multi-asset (both fundamental and systematic), thematic and sustainable strategies. We believe that unlocking opportunity requires a future-facing approach, and to us that means active, multidimensional and engaged investment.

Novatus Advisory

Novatus Advisory was founded on the principle that firms should get a higher return on investment from their consultants. Our risk and regulation consultancy is built upon deep, technical experience and industry-wide insights. Our purpose is to reduce both costs and risks for our clients. To achieve our clients’ goals, we prioritise collaboration, sustainability and diversity in our approach, and tangible value in our results. The brightest minds are employed by us. This ensures that we constantly innovate and generate outstanding solutions. Novatus delivers multiple services, some of which are outlined below: Regulatory - helping clients meet their core compliance obligations. Risk - developing frameworks that enhance firms’ monitoring, reporting and management of risks. RegTech - developing innovative solutions to revolutionise firms’ reporting.

Novisto

Novisto is end-to-end enterprise software for smarter sustainability management, empowering companies to create value from their ESG data and reporting.

Oakham Wealth Management Ltd

Oakham Wealth Management is an independently owned boutique investment firm, founded in 2004. From offices in Mayfair and Kensington, we manage investment portfolios for private and professional clients. We also offer a Managed Portfolio Service for advisors. Our portfolios are responsible and sustainable, adhering to principles of environmental, social and governance (ESG). Oakham is a certified B Corporation, which means that all stakeholders are treated equally. We regard clients as important as shareholders. In addition to being members of the UKSIF, Oakham is a signatory to the UNPRI, the Net Zero Asset Managers Initiative, and the Finance for Biodiversity Pledge.

Orbit Financial Technology

Orbit Financial Technology provides financial services companies end-to-end solution on processing unstructured data. Our SaaS platform supports users conduct primary and bespoke ESG research directly on companies and funds public disclosures.

Oxfam

P1 Investment Services Limited

P1 Investment Management is a discretionary fund manager, working closely with IFAs and using technology to overcome limitations and restrictions dominant in existing investment solutions. This allows us to provide efficient and effective solutions including; our flagship ethical and sustainable portfolios, passive and hybrid portfolios, Tier 1 investment visa portfolios, all at market-leading prices. At P1 our key focus is ethical and sustainable investing. We strive to raise awareness around the fundamental importance of ethical investing and increase familiarity with the concept. At the heart of our process lies the selection of ethical funds that meet the highest possible standards while avoiding those that merely seek an ethical label for marketing purposes. We engage with fund houses to shape the ethical debate.

Savings accounts (such as ISAs)
Wealth Management
Thematic research (e.g. carbon, water, AI, etc)
Fund ratings
Corporate engagement & voting
Investment consultancy
Investment

Partners Group

•Partners Group is a leading global private markets investment manager. Since 1996, the firm has invested over USD 135 billion in private equity, private real estate, private debt and private infrastructure on behalf of its clients globally. Partners Group is a committed, responsible investor and aims to create broad stakeholder impact through its active ownership and development of growing businesses, attractive real estate and essential infrastructure. With over USD 109 billion in assets under management as of 31 December 2020, Partners Group serves a broad range of institutional investors, sovereign wealth funds, family offices and private individuals globally.

Path Financial Limited, The

We are leading ethical financial advisers who grow your wealth while investing for people and planet. We make a difference by doing things differently. Our personal, progressive and purposeful approach ensures your savings will perform for you, the planet and its people.

Patterson-Mills Financial Planning Limited

At Patterson-Mills Financial Planning we have created a holistic approach to both ESG and the ever-growing SRI market. We believe that the United Nations 17 Goals for Sustainable Development are the key to unlocking the best environmental outcomes for Society. This applies not only to the UK, but also globally. It is already clear that this approach is resulting in better financial outcomes for our Clients. Therefore, looking forward it is clear to us that the flows of capital to markets will inherently grow exponentially for the rest of this decade. This means that anyone choosing to avoid this investment sector is doing so at their own peril. SRI investing is good for every planetary stakeholder and so it's good for you!

Pein, Tanya

Tanya was recently named one of the UK’s top 10 sustainable investment advisers, was Vice Chair 2020-2021 of UKSIF. She usually advises individuals and trustees with pensions and investment portfolios of £200,000 upwards. She specialises in pensions, investment and later life issues. She was an expert panellist on the BBC Radio 4 programme Money Box and is regularly quoted in the media. She understands the needs of busy senior executives, having previously run a group of businesses in 11 countries. A Cambridge graduate, she served on the award-winning investment committee of a £100 million charitable endowment, 2002-2013.

Investment
Insurance
Wealth planning
Pensions

Pension Protection Fund

Our duty is to protect the millions of people who belong to UK defined benefit pension schemes. When these schemes fail, we’re here to support their members. When an employer becomes insolvent and its pension scheme cannot afford to pay its promised pensions, we compensate scheme members for the pensions they have lost. We take over responsibility for payments once we’ve assessed that a scheme cannot afford to buy benefits from an insurance company which are equal to, or more than, the PPF would pay. Currently around 277,000 people are members of the PPF. Before the PPF, these people could have faced significant financial uncertainty and hardship. We protect approximately 10 million members of more than 5,000 DB pension schemes.

People's Partnership

People's Partnership, the provider of The People's Pension, is a financial services business that uses its profits to provide straightforward, accessible, trusted products and support that help people become financially stronger. We champion better financial outcomes for people through focused research and supporting government policy change where needed, helping to shape our industry for the better. Our purpose is to help people to build financial foundations for life. Our vision is for the UK to be a place where millions of people lead financially stronger lives because of their trust in us. Our mission is to use our profits to provide straightforward, accessible, trusted financial products and support that help people become financially stronger.

Philanthropy Impact

Philip James Financial Services Ltd

Personal financial advice supported by award-winning technology With over 30 years’ experience in financial services, Philip Hanley has run his own financial planning practice, Philip James Financial Services, since 1994. We now advise on over £100m of funds for some 600 clients. Communication is key to our business. We listen and take time to understand your circumstances so our recommendations meet your individual needs. We always give clear, straightforward advice and use the latest, award-winning technology to find the most appropriate solutions for our clients, We know our clients need to know what’s happening to their money, whenever they want. So we provide the most advanced software solutions to allow them to access this, anytime anywhere.

Investment
Insurance
Wealth planning
Pensions

Phoenix Group

Phoenix Group is the UK’s largest long-term savings and retirement business with c.13 million customers and c.£310 billion of assets under administration. As a purpose-led organisation we are committed to delivering better outcomes for all of our stakeholders, including our customers, colleagues, investors and wider society. As the country navigates a shifting pensions landscape, we will continue to support people in their journey to and through retirement by providing solutions to their long-term savings and retirement needs. This means providing the right guidance and products, at the right time, to support the right decisions. As a market leader, we believe we have a core social purpose, to help as many people as possible secure a life of possibilities.

Planet Mark

Planet Mark is a sustainability certification organization that empowers businesses, organizations, and real estate projects to achieve net zero, through measuring and reducing their environmental impact. We provide tools and support to improve sustainability performance, focusing on reducing carbon emissions, waste, and overall environmental footprint.

Planet Tracker

Planet Tracker is a non-profit financial think tank aligning capital markets with planetary boundaries. It was created to investigate the risk of market failure related to environmental limits. This investigation is primarily for the investor community where environmental limits are often not aligned with investor capital. Investor goals which maximise high financial returns are generally not placing fair value on natural capital and nature-based resources. To achieve this, Planet Tracker generates breakthrough analytics to redefine how financial and environmental data interact with the aim of changing the practices of financial decision makers to help avoid both environmental and financial failure.

Pollination

Pollination is a specialist climate change investment and advisory firm, accelerating the transition to a net zero, nature positive future. Our people are the key to unlocking change. Brought together from across industries, we are global leaders in finance, investment, technology, business, law and policy. We combine our diverse expertise to connect dots and see around corners where others can’t. With strong relationships at the highest levels of government and the private sector, we shift barriers and catalyse transformative partnerships. Our clients span governments, businesses and public and private capital. Using our broad experience, we help navigate the climate transition, and design and invest in breakthrough ideas that deliver financial returns.

Portfolio Management Consultancy Ltd

PMCL Consulting is dedicated to providing investment consultancy services to charities, endowments, not-for-profit organisations and institutions. The services include reviewing investment management arrangements, advice on investment policy and sustainable investing, strategy and asset allocation, manager selection and other ad-hoc and ongoing consultancy services. More information can be found on their website: www.pmclconsulting.com

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Style - Sustainability
Style - ESG integration
Style - Impact
Style - Best-in-class
Fund ratings
Impact measurement
ESG Reporting & Communications
ESG performance metrics
Sustainability indexes & benchmarks
Investment consultancy
Investment
Charity

PortfolioMetrix

At PortfolioMetrix, our purpose is to help advisers achieve financial security and wellbeing for their clients by linking expert financial advice with precision investment management. We do this through a strategic partnership with advice firms, smart use of technology and attempting to maximise long-term, risk-adjusted, after-all-costs returns for clients subject to their unique needs constraints and preferences. As a key component of risk control and seeking stronger long-term returns, PortfolioMetrix believes in and adheres to the principles of stewardship and seeks to integrate ESG considerations into our investment process. In addition, for clients who wish to generate positive social and environmental impact alongside financial returns, we offer a dedicated sustainability-focused set of portfolios known under the Sustainable World brand.

Profit With Principle

Profit With Principle is the aim, and the name, of our business. We provide a quality financial advice service, across some areas of Investment, Pensions and Personal Protection, and we specialise in the area of Ethical Investment. Ask us for further details about any restrictions which apply to our services. For Personal Protection in the areas of Life Assurance Income Protection and Critical Illness cover we provide an independent service. Greg McCrave, director of the firm, has more than 25 years advice experience and in 2010 was awarded the FT Money Management Ethical Investment Planner of the Year award, and has recently been awarded the CFA Institute Certificate in ESG Investing.

Investment
Insurance
Wealth planning
Pensions

Prydis Wealth Scotland

Prydis Wealth Scotland are committed to providing personalised guidance to help you make considered investment decisions that deliver on your unique ethical and financial goals. Our experts can advise you on how to invest in ethical investment solutions and avoid companies that contribute to worsening global problems. Prydis Group offers a complete professional services package to businesses and individuals. Due to our expertise in wealth, pensions, accounting, tax and law we can respond more effectively to the needs of each client. Achieving personal and business goals is more difficult and time consuming if you have to talk separately to many different advisers. It is our job to propose the best way forward, assembling the right specialists around one table.

PwC

Forthcoming

Quilter plc

Quilter is a leading provider of financial advice, investment solutions and wealth management in the UK and internationally. We give customers and financial advisers choice and flexibility in how they choose to access our solutions and services. We put good customer outcomes at the heart of our business and remain focused on our core purpose to help create prosperity for the generations of today and tomorrow.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Commodities
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Wealth Management
Investment
Wealth planning
Pensions

RSMR

Railpen

The Railways Pension Scheme is one of the UK’s largest and longest established pension funds. RPMI Railpen (Railpen) is responsible for the safekeeping and investment of circa £30 billion on behalf of the scheme’s 350,000 members who are connected to the railway industry. Our mission is to pay our members’ pensions securely, affordably and sustainably. To achieve this we invest the scheme’s assets to generate strong investment returns over the long term.

Ramboll

Founded in Denmark in 1945, Ramboll today operates across 35 countries. We combine deep local insight and experience with a global knowledge base to create sustainable societies and drive positive change for our clients. We call it: Bright Ideas. Sustainable change. As The Partner for Sustainable Change, we enable our stakeholders to realise their goals and navigate the transition to a more sustainable future. We work across our clients value chains, leveraging our expertise, innovation and creativity to address the risks and opportunities that follow from sustainable change. By bringing together our technical expertise, domain knowledge, and digital capabilities, we support our clients in driving improvement and developing new business models that are inherently sustainable.

Regenerate Asset Management

Regenerate was established in 2019 following the spin out of the core private equity team from Impax Asset Management, which is one of the leading global Impact investment managers. At Impax the team spent more than 10 years deploying over €350m into specialist European Impact investments, with a realised track record of 2.2x mom. In Q1 2023, RESA held its first close with a significant commitment of €150 million from M&G’s Catalyst fund, a leading European institutional Impact investor.

Renewity Capital Limited

Renewity is a global investment platform dedicated to investing in renewable energy and the decarbonisation of the economy. Faced with a massive structural investment opportunity – over US$50trillion of investment required in the low carbon transition economy by 2050 (McKinsey) - Renewity is set up to deliver compelling risk-adjusted returns for investors, including attractive yield and liquidity, through smart deployment. Utilising our unique ecosystem “hub” positioning to generate high-volume and wide variety of deal flow opportunities, we deliver immediate and visible carbon mitigation, environmental benefit and maximum social impact from accelerating renewable energy investment to help address the funding shortfall. We aim to be a true thought leader, partnering and aligned with clients. e a short summary of your organisation’s mission, aims, products and services (Max 120 words)

RepRisk

RepRisk runs the world’s largest, daily updated database on ESG risks with 15+ years of unbroken data history. We combine AI and advanced machine learning with human intelligence to identify material ESG risks on companies, real assets, and countries. RepRisk provides clients and partners with due-diligence grade data and metrics mapped to 101 ESG risk factors and to standards such as UNGC, SASB, SDG, constructed using a transparent rules-based methodology.

Reset Connect

At Reset Connect we support businesses to achieve sustainability goals and success through collaboration. Our community helps each other drive change in our businesses and beyond and accelerate the green economy. Our events offer the perfect setting to bring this to life. We cover a number of specialisms: Purpose-led business, Sustainable finance and ESG, Sustainable events, Green mobility and Clean energy. Whether it's in-person, online, on-demand or hybrid our regular events series provide you with the connections and content to support your sustainability goals. Reset Connect London 2022 will take place on 28 & 29 June 2022 at ExCeL London.

Responsible Finance

Responsible Investment Association (Canada)

Responsible Investment Association of Australasia (RIAA)

Other

Rio ESG

We are an award-winning ESG technology company and consultancy. Our reporting platform, Rio, combined with our expert consulting, delivers tailored end-to-end solutions. We support clients across finance, corporate, public sector, and SMEs, helping them achieve sustainability objectives and ESG reporting. Our platform sets the standard in ESG, Net Zero, carbon management, and sustainability.

Royal London Asset Management

RLAM has primarily focused on providing asset management services to UK clients with all staff being UK based. We offer a broad range of investment strategies across a range of core asset classes including, but not limited to; cash, equities, fixed income, property and absolute return. Within our broad range of equity and fixed income strategies we also offer funds managed using an ethical or sustainable approach. RLAM is a fundamental component of RLMIS, managing Group assets in addition to successfully providing active investment management services to a wide range of external clients, notably corporate pension schemes, local authorities, insurance companies, charities, endowments, universities, wealth managers and other financial intermediaries.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Norms-based
Style - Best-in-class

Royal London Group

The Royal London Mutual Insurance Society Limited, along with its subsidiaries, is the largest mutual insurer in the United Kingdom, with Group funds under management of £100 billion.

Ruth Whitehead Associates

Established in 1993, we are proud to be financial advisers for our local community in Stoke Newington, part of the most tolerant and cosmopolitan capital city in the world. We believe the only way is ethics and will help clients tailor their investments accordingly. Our mission is to balance our clients’ portfolios to reflect their moral compass, and our aspiration is to have them perform well in a rising market, with a high level of protection if indices fall. We are a small company but big on diversity – a core value regarding both our clients and our staff. Always have been, always will. Ruth was unspeakably proud to be a finalist in Investment Week magazine’s Women in Investment Awards 2019.

S&P Global Sustainable1

S&P Global Sustainable1 matches customers with the sustainability products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our comprehensive coverage across global markets combined with in-depth sustainability intelligence provides financial institutions, corporations and governments with expansive insight on business risk, opportunity, and impact as we work towards a sustainable future.

SRI Services

SRI Services exists to help change the way people invest by growing retail sustainable and responsible investment (SRI). We are involved in three main areas: the provision of information, consultancy and drum banging. Our main work centres around our free to use, financial adviser friendly, fund database tool www.FundEcoMarket.co.uk. Fund EcoMarket’s main purpose is to help users match client aims to fund options and provide the necessary audit trail. The site is fund manager supported, it lists and classifies all relevant (SRI / ESG regulated, retail, onshore) funds - displaying detailed information provided by fund managers. Julia has worked full time in sustainable investment since 1996, having first become involved in 1991. She chaired the UKSIF retail subcommittee 2002 – 09 and recently returned to UKSIF as a board member.

Fund ratings
ESG Reporting & Communications
Investment consultancy
Wealth planning

Salica Investments

Founded as an investment firm focusing on the most promising startups, we have evolved into a unique set of private market funds investing globally in equity and debt across complementary sectors and stages. We fuse traditional values with a contemporary approach and balance exacting processes with the agility to capture commercial opportunity and compelling investment returns. Our continuous search for new opportunities has led us to create a balanced collection of complementary funds and relationships.

Sands Capital

Sands Capital is an active, long-term investor in leading innovative businesses globally. Our approach combines analytical rigor and creative thinking to identify high-quality growth businesses that are creating the future. Through an integrated investment platform spanning venture capital, growth equity and public equity, we provide growth capital solutions to institutions and fund sponsors in more than 40 countries.

Schroder Investment Management

We actively manage investment solutions to help build future prosperity. As the world changes, so do our clients’ needs. That’s why we have a long history of adapting to meet the challenges of the times, keeping our focus on what matters most to our clients. We offer innovative products and solutions across a wide range of asset classes, including equities, fixed income, multi-asset, private assets and alternatives. We work with institutional clients, including pension funds, insurance companies and sovereign wealth funds, as well as a variety of intermediaries, including financial advisers, private wealth managers and online platforms. Our client-led approach allows us to deliver for other stakeholders, including our shareholders, people, society as a whole, regulators and suppliers.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Commodities
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class

Scottish Widows

Scottish Widows has been helping people plan for their financial futures for over 200 years. We look after the retirement savings of millions of hard-working people and our role is to help them plan for their long-term financial prosperity. To do this, it's important we continue to use our scale and influence, along with our fund manager relationships, to challenge the companies we invest in on our customers' behalf to be the sustainable businesses of the future.

Sequoia Investment Management Company (SIMCo)

SIMCo is a specialist infrastructure debt investment management company. We are in the market daily finding deals globally for our portfolios. We deliver portfolio management for the SEQI fund, which launched in 2015 and is the largest debt fund listed on the London Stock Exchange and part of the FTSE 250. SEQI invests in income-generating economic infrastructure debt, creating attractive risk adjusted returns for shareholders from a diverse portfolio of private debt and bond investments, across twelve mature jurisdictions and various sectors, such as renewables, power, digitalisation and transport. We are also the Investment Advisor to the Sequoia Euro Infrastructure Debt Fund, a closed-ended investment-grade / cross-over fund investing primarily in senior infrastructure debt in the European markets.

Sevenaar

Sevenaar is an independent financial adviser and provides investment and wealth management advice using our bespoke portfolio management services. We advise and make recommendations for you after we have assessed your needs. Our recommendation is based on a comprehensive and fair analysis of the market. We manage your investments using industry standard financial methodologies and practices. Our clients get value and benefit from sophisticated investment expertise.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances.

Sevenaar® is a trading name of Sevenaar Limited. Sevenaar Limited (FCA No. 930006) is an appointed representative of Julian Harris Financial Consultants (FCA No. 153566), which is authorised and regulated by the Financial Conduct Authority. Sevenaar Limited is registered in England and Wales under reference number 12214066.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Commodities
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Impact
Savings accounts (such as ISAs)
Wealth Management
Fund ratings
ESG performance metrics
Investment
Wealth planning

ShareAction

Simmons & Simmons LLP

We are a leading international law firm, with more than 1,370 legal staff across Europe, the Middle East, and Asia. We also have a representative office in the US. A key commercial advantage for our clients is our focus on specific sectors, including the Asset Management and Investment Funds and Financial Institutions sectors.

Simpson Thacher & Bartlett LLP

Simpson Thacher is home to more than 1,000 lawyers, many of whom have spent their entire careers here, collaborating on behalf of our clients. Many of the world’s leading and most innovative companies—from finance to philanthropy and from FTSE 100 to high-tech startups—come to Simpson Thacher for trusted counsel. From 11 offices, across 32 major practice areas and almost every industry sector, we bring the collective expertise of the entire Firm to bear on the business challenges facing each one of our clients. We consistently rank among the world’s leading law firms in a wide variety of publications—including Chambers, Bloomberg, Refinitiv, The Legal 500, IFLR and American Lawyer.

Snowball IM

Snowball is a diversified fund proving there is a better way to invest – one that delivers measurable impact and competitive returns. There is need - and demand - for a comprehensive investment solution which takes impact and returns seriously. Snowball was created to make this type of investing available to everyone.

Social Invest

Social Invest is a specialist communications consultancy helping investors and businesses define and amplify their positive social and environmental impact. We focus in particular on Environmental, Social and Governance (ESG), socially responsible investment and purpose-driven finance. We are part of Social, an award-winning, values-driven, integrated communications consultancy that is based across the UK.

Social Value UK

Soil Association

The Soil Association is the charity that digs deeper to transform the way we eat, farm and care for our natural world. We want to live in a world which is in balance with nature and a future with good health and a safe climate. In order to achieve that, it is our mission to help everyone understand and explore the vital relationship between the health of soil, plants, animals and people. In practice, this means helping people connect – with each other, and with nature. We bridge diverse knowledge and skills, finding and testing solutions on the ground, using learnings to campaign for positive change, and providing support for communities to better care for each other. We operate in a number of landscapes to get a full view of the sectors we work in, and understand the factors that influence change in these spheres – including financial markets.

Sola View Network

Sola View Network aims to accelerate the transition towards Net Zero and Sustainable Development Goals by deploying capital to environmental and social initiatives.

Sparkd

Sparkd is a sustainable finance consultancy bridging climate goals and financial realities. We accelerate the transition to a low-carbon economy by empowering financial institutions with innovative, practical solutions. Specialising in green lending products, particularly in real estate finance, we offer expert guidance on climate risk assessment and management. Our services include: Tailored green finance product development Climate risk integration strategies Sustainable finance policy advisory ESG-aligned portfolio optimization Bespoke training programs With deep roots in banking and property finance, Sparkd transforms sustainability challenges into financial opportunities. We're committed to driving positive change in the finance sector through innovative solutions. Our approach combines industry expertise with forward-thinking strategies to create lasting impact in sustainable finance.

Square Mile Investment Consulting & Research

At Square Mile, we are committed to helping investors build a better financial future. Our independent, high quality research is at the heart of everything we do. Fuelled by a qualitative process, we seek to fully understand how a fund behaves and whether it represents good value for investors. Through Square Mile’s’ rigorous research process, we aim to identify the very best investments funds to empower advisers to meet their client’s needs. We work in partnership with financial advisers, institutions and asset managers to provide support and investment services tailored to their specific business and client needs.

Stellar Asset Management Limited

We help you build a tax-efficient legacy A fair deal for our investors is at the heart of everything we stand for. We pride ourselves on offering flexible and innovative Inheritance Tax planning solutions that reflect the real needs and aspirations of our clients and their loved ones. We share investment returns and we ensure full transparency every step of the way.

Stewart Investors

Our investment philosophy is founded on the principle of stewardship careful, considered and responsible management of our clients' funds. We believe our job is to allocate our clients' capital to good quality companies with sound growth prospects and strong management teams, ensuring we pay sensible prices for these investments. We believe that we have a responsibility as investors to manage our clients' funds to the mutual benefit of all stakeholders and the wider community.

Storebrand Asset Management, UK

Storebrand Asset Management is a leading asset manager in the Nordic region, providing cutting-edge sustainable investment solutions. Through ingenuity and integrity, we are constantly pushing boundaries to help clients build future-proof investment portfolios. In the UK we offer a range of sustainable investment products to our institutional and wealth management clients with a focus on climate aware investing and research into the use of climate data in portfolio construction. We engage at a policy and company level and aim to be a discussion partner for our clients and their advisers on their journey to more sustainable and climate aligned investment portfolios.

Sustainable Capital PLC

Sustainable Capital connects the dots between those wanting to make socially responsible investments and ambitious ESG-compliant companies that need capital. Sustainable Capital is recognised on the NASDAQ Sustainable Bond Network. The expert team combines financial services experience with academic insight into society's most pressing needs. Sustainable Capital PLC is a UK based issuer that offers a flexible, quick to market solution for green and sustainable bonds. Providing a comprehensive service, the Sustainable Capital platform includes structuring support, ongoing administration, listing and clearing on international systems.

Sustainalytics

Sustainalytics, a Morningstar Company, is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 25 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects. With 16 offices globally, Sustainalytics has more than 650 staff members, including more than 200 analysts with varied multidisciplinary expertise across more than 40 industry groups. For more information, visit www.sustainalytics.com.

Company-level ESG data
Company-level ratings
Thematic research (e.g. carbon, water, AI, etc)
Impact measurement
Corporate engagement & voting
ESG performance metrics

T. Bailey Asset Management Ltd

When you invest with T. Bailey you are choosing an approach to asset management that is different by design. Our founding family have 150 years’ business experience and originally established T. Bailey to manage their own investments. This proved a great success and for more than 20 years, other investors have been able to invest their money with T. Bailey alongside that of the family, and of our team of investment experts. The benefit for you is knowing that at T. Bailey we never lose sight of our key objective: achieving the best possible risk-adjusted returns for our investors. We are privately owned, proudly independent and focused, without compromise, on preserving and growing our investors’ wealth.

TAM Asset Management

TAM Asset Management is an award-winning discretionary investment manager with a 16-year track record of providing financial advisers and their clients with active, low-volatility model portfolio solutions.

We are passionate about accessibility and inclusivity. We believe that every investor should have access to expert investment management and do not believe in a one-size-fits-all approach. We have developed a varied offering with no minimum investment requirement, which includes sustainability-focused and Sharia-compliant investment strategies available across a multitude of risk and account options.

We are dedicated to sustainability and charitable giving. We offer two client-led initiatives - You Give We Give and the Client Carbon Footprint Commitment – both of which are unique in the industry.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Commodities
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class

TIG Advisors, LLC

TIG Advisors, LLC is an SEC registered investment advisor based in New York, currently managing alternative investment funds. Our structure provides centralized trading, marketing, risk management, legal, compliance, operations, technology and accounting services.

TIME Investments

TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent returns. We take a deliberately defensive approach predominantly investing in asset-backed and income producing investments across infrastructure, real estate, renewable energy and lending. Whether clients are seeking portfolio diversification, income, or estate planning solutions, TIME offers a variety of products and services to help achieve these objectives. We make carefully considered investments that seek to achieve attractive risk-adjusted returns and create products that aim to provide our investors with long lasting peace of mind.

Tees Financial Ltd

Tees Financial Ltd are independent financial advisers and have been awarded Chartered Financial Planner status by the CII, recognising our professionalism and commitment to our clients. We provide a bespoke financial planning process for ESG investing, to help our clients invest their money more in line with their core values.

Test Organisation

Test Description

The Big Exchange

The Big Exchange is an investment platform offering a range of funds direct to retail customers in the UK wishing to invest for the benefit of people and planet. Funds are selected based on their sustainability credentials and are independently assessed. Our methodology reflects the precise definition of what sustainability means to us and sets the standard for what we expect. The Big Exchange was founded in partnership with the Big Issue in October 2020.

The Biodiversity Consultancy

The Biodiversity Consultancy exists to bridge the worlds of business, finance and biodiversity. We accelerate organisations’ journeys towards nature positive futures and we enable nature and corporations to thrive side by side. We have been, and we continue to be, integral to the development of globally recognised biodiversity reporting standards. We don’t just follow the rules, we help to set them. We use this expertise to guide, support, inspire and give practical direction to our clients.

The Catt’s Eye View

Freelance compliance consultant with IFA firms, mortgage advisers and GI brokers as clients since 2011. I also write regularly in the trade press and have produced publications relating to platform research, MPS research and currently ESG investment for IFA Magazine in conjunction with UKSIF.

The Charles Plater Trust

The Disruption House

TDH is an ESG business analytics and advisory service that has been supporting growth companies to plan, execute, measure and communicate an effective and proportionate sustainability strategy for over 4 years. Our services help businesses to move from ‘claims-based to evidence-based’ ESG, improve operationally and demonstrate excellent alignment with stakeholder, supply chain and emerging regulatory requirements.

The Financial Planning Group

We help individuals, families and businesses to place their financial affairs in context with their future goals and aspirations. We provide a simple, structured, disciplined and reviewable planning service. We will change the fundamental relationship people have with their money to give them confidence and clarity in their own future. We want our clients to value our service, as much as we do.

The IFA Company

The IFA Company offers accessible, affordable financial advice tailored to your circumstances. We believe that financial planning should be clear and fair and the emphasis should always be on your needs and preferences. We take pride in getting to know you and your circumstances and providing advice tailored to your goals and values.

The Pallinghurst Group

The Pallinghurst Group is committed to sustainability, reducing its environmental impact and investing in the local communities of its investments. The Group invests in projects that supply responsibly and ethically sourced materials that are critical to the rapidly growing energy storage and electric vehicle revolution which is underpinned by the lithium-ion battery and renewable energy storage industries, focusing on Tier-1 jurisdictions (North America, Europe and Australasia). The Group’s ambition is to create low-carbon mines by focusing on projects that utilise sustainable power sources. The Group actively manages all investments, driving the underlying strategy of each portfolio company by taking significant positions on the board of directors. The Group has significant expertise in mining (including mine development, processing and marketing).

Asset Class - Equities
Asset Class - Commodities

The Scott Trust Endowment Ltd

The Scott Trust Endowment Ltd (STEL) is a diversified portfolio that exists to secure the financial and editorial independence of The Guardian in perpetuity by adopting a long-term investment strategy. The endowment takes a proactive stance to responsible investing, believing that sustainable, long-term returns are dependent on well-functioning, well-governed, social, environmental and economic systems. STEL is particularly focused on engagement to address the risks from climate change and threats to nature, and on improving diversity, equity and inclusion both in the investment industry and in the impact of underlying investments. It was among the first to divest its fossil fuel investments and has since acted as a cornerstone for funds investing in solutions that support a low-carbon economy.

The Scottish National Investment Bank

The Scottish National Investment Bank is a development investment bank, delivering patient, mission impact investment to the Scottish economy. The Bank provides patient (long term) capital, both in equity and debt, to businesses and projects throughout Scotland to support the development of a fairer, more sustainable economy. The Bank not only invests its public capital, but also actively encourages additional private capital to invest alongside it, supporting the delivery of its three missions – to help Scotland achieve a just transition to Net Zero, to promote equality of opportunity and to harness innovation for a healthier, more resilient and productive population.

The Wilful Group

Wilful is a communications agency that has sprung from the intersection of innovation and purpose, supporting the way to a low carbon, regenerative economy and sustainability. Action on climate, rapid decarbonising and the shift to a fairer and more regenerative economy is stimulating a new wave of global innovation. Change at pace and on this scale needs powerful, persuasive communications to help establish new markets and players and influence consumer choices. Two established agencies, Cherish PR and Gong Communications have formed a new task-force agency group built on a long track record of working with game and systems changers. Founders Rebecca Oatley and Narda Shirley are no strangers to periods of rapid innovation and disruption. They last worked together in the dot com boom and have reunited, merging their businesses to give Wilful a core team of corporate, consumer and B2B communicators, designers, brand strategists and social and digital experts.

Thompson Little

Thompson Little aim to provide you with the most relevant information to enable you to make informed decisions about your finances. We have specialised in Ethical and Sustainable investment since 1996 and consider our client service proposition to be second to none.

Thrive Renewables

Thrive Renewables PLC is a renewable energy investment company, established 25 years ago with a vision of a clean, smart energy system powered by the investment of many. Our mission is to facilitate the UK’s transition to greener energy sources by widening ownership, connecting people and communities with renewable energy projects. So far, we have built or funded 25 wind, hydro, solar, geothermal and renewable heat projects, the majority of which we own and operate. Over the last 25 years, our sites have generated enough clean electricity to meet the annual demand of 1 million average UK citizens, saving 663,200 tonnes of CO2 emissions.

Asset Class - Infrastructure

Tobacco Free Portfolios

Tobacco Free Portfolios is a not-for-profit organisation with a mission to inform, prioritise and advance tobacco-free finance by encouraging financial institutions to reflect on and reconsider commercial relationships with the tobacco industry and thereby aid decisions to exclude tobacco from investment, lending and insurance activities.

Tomorrows Company

Tomorrow's Company is an independent, non-profit think tank that inspires and enables business to be a force for good in society.

Travers Smith LLP

Travers Smith is a full-service law firm which acts for financial services institutions, publicly listed and private companies, private equity clients and other business enterprises involved in large and complex UK and cross-border matters, transactions, and disputes. Through our genuine in-depth understanding and interest in our clients' business, as well as our carefully cultivated international network of leading independent law firms, our clients know that wherever they or their ambitions lie, we will work as one of their team to get things done. Whilst allowing the most talented people, from diverse backgrounds, to thrive and enjoy their work, our ambition is to be, and be recognised as, an elite law firm with enduring foundations and a sustainable future.

Treo ESG

ESG risk and sustainable investment consulting for growth, compliance and peace of mind.

Trillium Asset Management

Trillium Asset Management was founded in 1982 by Joan Bavaria. The firm is dedicated to meeting the financial needs of our clients while leveraging their capital for positive social and environmental impact in alignment with their values.

Triodos Bank UK

A global pioneer in sustainable banking, Triodos Bank uses the power of finance to invest in businesses, entrepreneurs and projects that are good for people and the planet. With UK operations based in Bristol, Triodos offers financial and banking services for savers, investors and organisations that want to change the world for the better. Retail banking includes personal current accounts, savings and ISAs. Business services include loans and business accounts. Impact investments are available to individual or institutional investors via Triodos Investment Management funds (stocks & share equities) or directly into pioneering organisations via the Triodos crowdfunding platform (www.triodoscrowdfunding.co.uk).

Asset Class - Equities
Style - Sustainability
Style - ESG integration
Style - Impact
Savings accounts (such as ISAs)
Current accounts
Loans

Tumelo

Tumelo was established at Cambridge University, where our founders, Georgia, Will and Ben, campaigned for the sustainable investment of their university’s £6 billion fund. They recognised a global problem: Millions of ordinary people contribute to our investment system through ISAs, workplace pensions, and other investments. Yet most have no visibility over where their money is going and no voice in the many companies they own through their investments. The result? A society that is disengaged and an investment system that is failing to address current challenges. Tumelo is on a mission to change this. Tumelo enables shareholders to have a voice on the issues they care about by providing expression of wish and pass-through voting technology to fund managers, brokers, and institutional investors.

Style - Engagement and voting
Impact measurement
Corporate engagement & voting
Investment
Pensions
Pension fund

Unburdened Limited

We provide Training, Compliance and Investment Technical Support to Financial Services companies across Scotland and the UK, working in-house or remotely to help financial planners deliver a better service.

Universities Superannuation Scheme (USS)

Pension fund

VBDO (De Vereniging van Beleggers voor Duurzame Ontwikkeling)

Valueco

ValueCo is a mission-driven company that aims to explicitly integrate environmental, social and human criteria into corporate performance and market valuations. We seek to develop offers and products based on cutting-edge research, conducted in-house and with academic partners. ValueCo confidentially collects proprietary extra-financial scores developed internally by professional investors on listed companies. We thus captures the market’s sentiment on a company's sustainability factors and provides more clarity and insight to all stakeholders. As data contributors, investors have privileged free access to collaborative research initiatives and systematically provide collective feedback to all companies in their investment universe. This way, we can forward both positive and negative feedback from investors to help companies on their transition path, as quickly as possible.

Verity

Verity is a leading provider of research management software, data, and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio monitoring, and idea-generation solutions to more than 360 institutional investors globally. The platform is the result of a strategic merger between MackeyRMS and InsiderScore, sponsored by Resurgens Technology Partners. Verity delivers a powerful platform combining data, analytics, and research management software solutions for investment teams conducting fundamental research for actively managed client portfolios. The company is headquartered in Boston, with offices in New York, Seattle, and London. For more information, visit www.verityplatform.com.

WEEFIN ESG UK

Created in 2018, WeeFin aims to raise standards of sustainable finance and making it the norm by helping professional investors (AM, AO, Wealth Manager, Asset Servicer...) to create more ambitious ESG strategies and by fighting against greenwashing. In that order, WeeFin offers a platform 100% dedicated to ESG that allows investors to centralize, manage their ESG processes and easily collaborate around them: connect and aggregate all sustainability data, create more ambitious ESG strategies and produce ESG reportings.

WH Ireland

WH Ireland offers Wealth Management, Investment Management, and Capital Markets services. By placing our clients’ needs at the centre of everything we do, we are well placed to provide timely, bespoke and helpful advice. Our Wealth Management services are focused on providing clear, simple, jargon-free advice and a bespoke investment management service. We also offer a MPS, investment management & support for charities, and a specialist IHT service. We have a team of expert financial planners whose aim is to help our clients through today’s complex financial world in areas such as retirement or pension planning, to ensure their financial needs are being met. They take the time to thoroughly understand our clients’ financial ambitions and goals, attitude towards risk and any concerns they may have and from this provide unbiased and objective advice and recommend a financial plan that can evolve with them.

WHEB Asset Management

WHEB is a specialist impact investment firm with a single investment strategy. Our starting point is a long-term belief that the global economy is shifting to a lower-carbon and more sustainable basis. We only invest in businesses that enable - and benefit from - this dramatic change. The FP WHEB Sustainability fund invests in global listed equities and has nine sustainable investment themes; five environmental (cleaner energy, environmental services, resource efficiency, sustainable transport, and water management) and four social (education, health, safety, and well-being). Our missions is to “advance sustainability and create prosperity through positive impact investments.” Measuring the impact of our investments and communicating that impact to our investors is also a key feature of our work.

Asset Class - Equities
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact

WWF - UK

WWF is the world’s leading independent conservation organisation. Our mission is to create a world where people and wildlife can thrive together.

Walton, Graham

Personal financial planning for individuals, families and small businesses.

Investment
Wealth planning
Pensions

Wessex Investment Management Ltd

Whitechurch Securities Ltd

We can offer a range of ethical solutions; from model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts. The range is also available on a number of platforms.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Wealth Management
Investment

World Health Innovation Summit

The World Health Innovation Summit (WHIS) platform for sustainable development

Zoological Society of London

We’re ZSL (Zoological Society of London), an international conservation charity, and our vision is a world where wildlife thrives. We’re working every day to achieve this, through our science, our field conservation around the world and engaging millions of people through our two Zoos, ZSL London and ZSL Whipsnade Zoos.

abrdn

Aberdeen Standard Investments is the Asset management arm of Standard Life Aberdeen plc, one of the world’s largest investment companies, created in 2017 from the merger of Standard Life plc and Aberdeen Asset Management PLC. Our purpose is to invest for a better future, to make a difference to our clients, the lives of our customers, our people and our shareholders. Our vision is to build a world class-investment company. A modern, dynamic global business which has the talent, scale and high-performing investment solutions to compete against the leading asset management companies across the world. As a leading global asset manager, Aberdeen Standard Investments is dedicated to creating long-term value for our clients. The investment needs of our clients are at the heart of what we do. We offer a comprehensive range of investment solutions, as well as the very highest level of service and support.

Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact

aegon UK

Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. Today we're part of Aegon group – an international provider of life insurance, pensions and asset management. Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers. To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing.

iFunds Asset Management

Established in 2001, iFunds specialises in running risk-managed investment strategies, utilising passive funds together with exchange traded funds and combining these with a statistical based approach to active asset allocation. Using passive investment products and allocating to them using a combination of active and passive investment management, provides a low cost and risk managed investment solution without the associated costs of an actively managed portfolio and without exposing clients to maximum market risk. Clients include funds, pension funds and private investors.

Asset Class - Balanced
Style - Sustainability
Wealth Management
Investment

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ABN AMRO Bank N.V.

ADDLESHAW GODDARD LLP

ALPHA: r2

AXA Investment Managers

Abbott & Booth Ethical Financial Planning

Adempi Associates

Aegon Asset Management

Amnesty International UK

Ardent Financial Planning

Arun Kelshiker

Association of Member Nominated Trustees (AMNT)

Astra Diligence

Aviva Investors

Avyse Partners Limited

BBVA

BNY Mellon Investment Management EMEA Limited

BUPA Finance plc

Barrow Cadbury Trust

Better Society Capital

Better World Financial Planning Limited

Big Issue Invest

Big Picture Financial Planning Ltd

Bloomberg LP

Britain Yearly Meeting of the Religious Society of Friends (Quakers)

Bromige Financial

Brookdale IFP Ltd

Brunel Pension Partnership Ltd

C2R Green Limited

CCLA Investment Management

CDP

CSR Consulting Ltd

Cadlas

Callala Ltd

Candriam

Carbon Tracker Initiative

Cardano

Castlefield

Cazenove Capital

Charity Finance Group

Chase de Vere Independent Financial Advisers

Chesnara Plc

Church Commissioners

Church of England Pensions Board

Churchill Ethical Investment

Cities & Collaboration

Clarity AI

Clearwater International

Co-operative Group Limited

Columbia Threadneedle Investments

Conscious Money

Consilium Capital

CorpAxe

Council Of Lutheran Churches

Coventry Building Society

Cushon Group Ltd

Dakers, Andrew

Danesmead ESG Limited

Development Vectors ltd

Devlin Mambo LLP

Diocese of Westminster

Dolphin Living

Downing LLP

EIRIS Foundation

EMK Capital LLP

ESG Accord Ltd

ESG Communications

East Sussex Pension Fund

Ecology Building Society

Economics for the Environment Consultancy (EFTEC)

EdenTree Investment Management

Edison Wealth Management

Environmental Industries Commission, The

Esmee

Ethex

Ethical Futures LLP

Ethical Investment Co-operative ltd, The

Ethical Investments (SW) Ltd