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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.

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

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.

CSR Consulting Ltd

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.

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

Dakers, Andrew

Danesmead Advisory

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.

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.

Economics for the Environment Consultancy (EFTEC)

Established in 1992, eftec is the first environmental economics consultancy in the UK. We address environmental challenges through an interdisciplinary approach, with economics as our foundation.

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.

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)

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

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.

Hardman Research Ltd

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

In ACCORD

In ACCORD helps the financial services sector deliver future-fit, client-centred advice by strengthening how firms understand and document client preferences, objectives and suitability.

We provide the tools, training and strategic support that enable advisers and firms to embed structured, neutral and consistent conversations across all investment pathways into everyday advice processes.

We support advisers, DFMs, networks, fund groups, product manufacturers and education bodies through four connected areas of work:

• Accord Consulting - Practical and strategic support for advice firms, DFMs, fund groups and product providers across Consumer Duty, suitability, SDR, governance, product oversight and advice process design.

• Accord Initiative - Free, open-access tools, templates and resources for the advice community, developed in partnership with industry stakeholders.

• Accord Academy - CPD-accredited courses for the modern advice and regulatory landscape.

• Accord Talks - Industry conversations and thought-leadership exploring client understanding, regulation and evolving advice practice.

International Securities Lending Association

MSCI

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.

Minerva Analytics

Neural Alpha Ltd

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.

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.

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

PwC

Forthcoming

RSMR

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.

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

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.

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

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.

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.

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.

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Service Providers

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Adempi Associates

BUPA Finance plc

Bloomberg LP

CSR Consulting Ltd

Carbon Tracker Initiative

Cardano

Cities & Collaboration

Clarity AI

Dakers, Andrew

Danesmead Advisory

Development Vectors ltd

EIRIS Foundation

Economics for the Environment Consultancy (EFTEC)

Ethical Screening

FAIRR Initiative

FTSE Russell

Gordian Advice

Hardman Research Ltd

ISS

ISS ESG

In ACCORD

International Securities Lending Association

MSCI

Mercer Investment Consulting

Minerva Analytics

Neural Alpha Ltd

Novatus Advisory

Orbit Financial Technology

Portfolio Management Consultancy Ltd

PwC

RSMR

Reset Connect

SRI Services

Square Mile Investment Consulting & Research

Sustainalytics

The Catt’s Eye View

Travers Smith LLP

Tumelo

Unburdened Limited

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