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ABN AMRO Bank N.V.

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.
  • Asset Class - Equities
  • Asset Class - Fixed Income
  • Asset Class - Commodities
  • Loans
  • Wealth Management
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ALPHA: r2

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.
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Aberdeen Standard Investments

Aberdeen Standard Investments

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
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Aeon Investments

Aeon Investments

Aeon was founded by a group of like-minded professionals and combines a wealth of experience in building successful businesses in financial services and investing in alternative assets. We are dedicated to addressing the challenge of finding relative value in the low interest rate environment. We originate and structure long-term, income focused investments for our stakeholders, families, foundations, institutions and sovereigns. Our focus is on alternative assets in sectors that offer relative value and attractive risk adjusted returns; specifically, transportation, infrastructure, and real estate. We navigate the market cycle across multiple asset classes to generate value through tailored capital structures. Our accomplished team brings an in-depth understanding and a wealth of experience to these sectors.
  • Asset Class - Fixed Income
  • Asset Class - Property
  • Asset Class - Balanced
  • Asset Class - Infrastructure
  • Style - ESG integration
  • Investment banking
  • Investment
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Amnesty International UK

Amnesty International UK

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Anne Wray Independent Financial Adviser

Anne Wray Independent Financial Adviser

“Anne Wray IFA” is a firm of professionally qualified Independent Financial Advisers. We are a family firm specialising in giving advice to the clergy and the Christian community, whilst also welcoming the opportunity to work with all other clients. For over twenty five years we have given advice to clients on a wide range of financial matters from pensions and investments to mortgages and life assurance. Our approach comprises listening carefully to each client’s needs, considering their desired lifestyle, then offering jargon-free solutions appropriate to their personal circumstances. In addition to the qualifications required to be an Independent Financial Adviser, Anne has undergone additional training, and has been awarded the Edexcel Level 2 and 3 BTEC Certificate in Life Coaching Skills and Practice. She has also studied the techniques of George Kinder, founder of the Kinder institute of Life Planning. We believe in telling clients the real truth about money and offer a 100% commitment to helping each one achieve their goals, ambitions and desired lifestyle. We love what we do and we love to help others feel that way too.
  • Asset Class - Equities
  • Asset Class - Fixed Income
  • Asset Class - Property
  • Asset Class - Balanced
  • Style - Exclusions
  • Style - Sustainability
  • Savings accounts (such as ISAs)
  • Wealth Management
  • Investment
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Aptus Wealth Ltd

Aptus Wealth Ltd

Our role at Aptus Wealth is to make your money work for you, wherever you may be in your life. We have extensive financial experience that has enabled us to help a growing number of clients optimise their financial affairs. Let us advise you so you can then relax in the knowledge that your finances are managed in the way that suits you.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Arabesque S-Ray

Arabesque S-Ray

Arabesque S-Ray® is our proprietary tool for portfolio construction, risk management and reporting It allows investors to measure the sustainability of approximately 7,000 companies worldwide. The tool applies a quantitative and algorithmic approach to ESG data, empowering all stakeholders to make better decisions for a more sustainable future. It is the first tool of its kind to rate companies on the normative principles of the United Nations Global Compact (GC Score). Additionally, S-Ray provides an industry-specific assessment of companies’ performance on financially material sustainability criteria (ESG Score). Both scores are combined with a preferences filter that assesses a company’s business involvements.
  • Company-level ESG data
  • Company-level ratings
  • Thematic research (e.g. carbon, water, AI, etc)
  • Fund ratings
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Ardent Financial Planning

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
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Ashlea Financial Planning

Ashlea Financial Planning

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Aspects Financial Ltd

Aspects Financial Ltd

Clear, independent, advice for individuals wanting to review and improve their short term needs and their long term plan.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Association of Member Nominated Trustees (AMNT)

Association of Member Nominated Trustees (AMNT)

  • Other
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Aviva Investors

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.
  • Asset Class - Equities
  • Asset Class - Fixed Income
  • Style - Sustainability
  • Style - ESG integration
  • Style - Engagement and voting
  • Style - Best-in-class
  • Company-level ESG data
  • Thematic research (e.g. carbon, water, AI, etc)
  • Fund ratings
  • Impact measurement
  • Corporate engagement & voting
  • ESG Reporting & Communications
  • ESG performance metrics
  • Sustainability indexes & benchmarks
  • Investment
  • Pensions
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BMO Global Asset Management

BMO Global Asset Management

BMO Global Asset Management is the asset management arm of Bank of Montreal (BMO), Canada’s first bank, which opened for business in 1817. Our organisation set a new purpose in 2019 to Boldly Grow the Good in business and life, backing this up with ambitious commitments including mobilising CA$400bn for sustainable finance by 2025. BMO GAM is a global investment organisation providing investment management, retirement and trust and custody services to institutional, retail and high net worth investors around the world. Asset management is our only line of business and we focus on innovating and delivering investment solutions for our clients. We have taken a leadership approach in developing sustainable investment strategies for over 30 years. Since launching the UK’s first ethical strategy in 1984, our offering has broadened to include a range of ethical and thematic strategies, as well as a comprehensive approach to engagement and voting.
  • 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
  • Style - Norms-based
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BUPA Finance plc

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
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Badhan, Sanjay

Badhan, Sanjay

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Big Society Capital

Big Society Capital

Big Society Capital exists to improve the lives of people in the UK through investment with a sustainable return. We are the leading social impact-led investor, restless for change. We work with partners to understand the issues, design and deliver investments and grow market participation, enabling systemic and sustained impact to improve the lives of people in the UK.
  • Asset Class - Equities
  • Asset Class - Fixed Income
  • Asset Class - Property
  • Asset Class - Infrastructure
  • Style - Impact
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Britain Yearly Meeting of the Religious Society of Friends (Quakers)

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
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Bromige Financial

Bromige Financial

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Brookdale IFP Ltd

Brookdale IFP Ltd

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Brown Shipley

Brown Shipley

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CSR Consulting Ltd

CSR Consulting Ltd

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Cambridge Associates

Cambridge Associates

Cambridge Associates is a leading global investment firm. The firm aims to help endowments & foundations, healthcare systems, pension plans, and private clients implement and manage custom investment portfolios to generate outperformance so they can maximize their impact on the world. With more than 45 years of institutional investing insights, the firm has helped to shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. Cambridge Associates delivers a range of services, including including discretionary and non-discretionary portfolio management and asset class mandates. Cambridge Associates maintains offices in Boston; Arlington, VA; Beijing; Dallas; London; Menlo Park, CA; New York; San Francisco; Singapore; and Sydney.
  • Style - Sustainability
  • Style - ESG integration
  • Style - Impact
  • Style - Best-in-class
  • ESG Reporting & Communications
  • ESG performance metrics
  • Sustainability indexes & benchmarks
  • Investment consultancy
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Cambridge Econometrics

Cambridge Econometrics

Cambridge Econometrics (CE) is a leading independent economic consultancy. Our analysis and insights are used by clients around the world to inform policy decisions about pressing challenges to society. As the trading arm of a charitable trust, we’re driven by a desire to make a difference, not just a profit. We provide economic and policy research in areas that we are interested in and that make a difference to people and the natural environment; the Financial Times lists us as a top Management Consultancy (2020). We are a world leader in provision to the finance community of quantified economic impacts with global coverage under different futures for the climate change transition. Our sustainable investment work has expanded rapidly as the appetite for Paris-aligned investments has grown. We use a model of the global economy to quantify exposure to climate-related risk.
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Candriam

Candriam

Candriam is a multi-specialist asset manager with €130 billion in AuM (December 2019) and a successful 20-year track record in creating long-term value for its clients. Our ultimate parent, the triple-A-rated New York Life Insurance, is one of the largest life insurance companies and mutual life company in the United States. Candriam stands for “Conviction And Responsibility in Asset Management”: conviction-based investment decisions and a sense of responsibility to our clients run through everything we do. With investment centers in Brussels, Paris, Luxembourg and London, our conviction-driven investment solutions cover several key areas: bonds, equities, absolute performance strategies, and asset allocation. CANDRIAM is a pioneer in sustainable investments with, since 1996, an innovative range covering all its asset classes.
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Carbon Tracker Initiative

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)
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Castlefield Partners Ltd

Castlefield Partners Ltd

We're a family of investment and advisory businesses at the forefront of growing the market for responsible and sustainable investing. Adopting a unique approach to looking after money, reflecting the individual objectives of all kinds of clients, we work closely with them to define what they believe ‘ethical’ or ‘responsible’ investment means, before interpreting the results in practical ways which never ignore the need for real-world financial outcomes. We’re committed to achieving sustainable growth through independence and innovation, respect, responsibility and a personal service. As an employee-owned business, everything we do reflects not only the values we share as co-owners of our own business, but the principles that are important to our clients too – an approach we call ‘thoughtful investing’.
  • 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
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Celandine Limited

Celandine Limited

Through a progressive range of skills and services we offer independent financial advice, focusing on our clients objectives and needs. From pensions and investments to protection and tax planning. Believing lasting relationships to be the remit for success, we stay on the edge of new developments to give our clients the best-informed guidance together with regular updates and reviews.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Charity Finance Group

Charity Finance Group

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Chase de Vere Independent Financial Advisers

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
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Church Commissioners

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.
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Churchill Wealth Management

Churchill Wealth Management

We provide holistic financial advice and investment management services. We aim to promote ethical and socially responsible investing and we help our clients invest according to their criteria within ISAs, Pensions and General Investment Accounts. We are a team of highly qualified, passionate ethical investment professionals. Our team includes PhD’s who have written academic papers in the area of ethical and socially responsible investing. It also includes Chartered Wealth Managers and Chartered Fellows of the Chartered Institute of Securities & Investments.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Cities & Collaboration

Cities & Collaboration

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Clarity AI

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
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Climate & Energy Associates

Climate & Energy Associates

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Cockburn Lucas Independent Financial Consulting Ltd.

Cockburn Lucas Independent Financial Consulting Ltd.

Cockburn Lucas was established in 1997 with the aim of providing individuals and businesses across the East Midlands with high-quality, reliable and fully independent financial planning advice. Our Financial Planning service is very much relationship-based, meaning that we are with you every step of the way in helping you to manage your finances through the various stages of your life and ensuring that your financial ‘journey’ is as smooth as possible. With over 150 years of combined experience, our expert and Chartered team of Financial Planners can help you build a robust long-term financial plan to ensure you get the outcome you desire and deserve.
  • Investment
  • Wealth planning
  • Pensions
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Columbia Threadneedle Investments

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 - Sustainability themed
  • Style - ESG integration
  • Style - Engagement and voting
  • Style - Impact
  • Style - Norms-based
  • Style - Best-in-class
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Conscious Money

Conscious Money

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Dakers, Andrew

Dakers, Andrew

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ECO Advisors

ECO Advisors

ECO Advisors specialises in utilising ESG concepts and data as an alpha source for investment returns within an absolute return investing framework. The firm’s flagship fund, PROTEA UCITS II – ECO ADVISORS ESG ABSOLUTE RETURN uses ESG related factors as the driver of security selection and performance, combining this with sophisticated portfolio construction & risk management techniques in order to provide a stable and consistent absolute return.
  • Asset Class - Equities
  • Asset Class - Balanced
  • Style - Exclusions
  • Style - ESG integration
  • Style - Best-in-class
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EMK Capital LLP

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
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Earth Capital

Earth Capital

EC is part of Earth Capital Holdings, which was founded by Stephen Lansdown and Gordon Power. Its constituent firms manage over $1.5bn in Sustainable Private Equity assets with offices in Beijing, Guernsey, Hong Kong, London and Rio de Janeiro. EC is a global private equity investment manager totally focused on Sustainable Development within the climate change nexus of energy security, food and water security. We invest capital globally in the commercialisation and deployment of proven, sustainable technologies, in various industries including agriculture, clean industry, energy generation, resource and energy efficiency, infrastructure, waste and water.
  • Asset Class - Equities
  • Style - Sustainability
  • Style - Impact
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Ecology Building Society

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
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Economics for the Environment Consultancy (EFTEC)

Economics for the Environment Consultancy (EFTEC)

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Ecumenical Council for Corporate Responsibility, The (ECCR)

Ecumenical Council for Corporate Responsibility, The (ECCR)

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EdenTree Investment Management

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 £2.8bn 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
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Environmental Industries Commission, The

Environmental Industries Commission, The

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Ethex

Ethex

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Ethical Futures LLP

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
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Ethical Investment Co-operative ltd, The

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
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Ethical Investments (SW) Ltd

Ethical Investments (SW) Ltd

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Ethical Investors

Ethical Investors

Established in 1989, Ethical Investors specialises in advice on ethical, responsible, ESG and SDG investment advice to individuals, charities and responsible businesses. We are leaders in innovation and product development in the ethical space and donate a significant proportion of our annual profits to our own charitable foundation.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Ethical Screening

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.
  • Company-level ESG data
  • Thematic research (e.g. carbon, water, AI, etc)
  • Investment consultancy
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FAIRR Initiative

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)
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FTSE Russell

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
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Fidelity International

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.
  • 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
  • Style - Norms-based
  • Style - Best-in-class
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Finance Innovation Lab

Finance Innovation Lab

The Finance Innovation Lab incubates the people, ideas and movements building a financial system that serves people and planet. We work with innovators developing new business models, campaigners calling for change in the rules of the game, and mainstream professionals who want to change finance from the inside.
  • Charity
  • Other
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First Sentier Investors (including First State Investments)

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.
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Forum per la Finanza Sostenibile (ItaSIF)

Forum per la Finanza Sostenibile (ItaSIF)

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Fundamentum Property Advisers Limited

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
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Global Canopy

Global Canopy

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Gong Communications

Gong Communications

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Gow, William

Gow, William

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Green Financial

Green Financial

It's important to have the right money, in the right place, at the right time. We start with your personal lifetime planning – ‘THE WHY?’ Why are you undertaking this work with us? What is your purpose? Next the financial report and the plan – ‘THE WHAT?’ What needs to happen with what you already have in place and does anything else need to be done to ensure you reach your goals? Finally, the financial advice – ‘THE WHERE?’ Where should your money be invested and what needs to happen over time with it AND your financial plan to ensure you end up where you want to be? Whether savings, investments, retirement or estate planning, Green Financial have the expertise to help you ‘SIMPLIFY YOUR FINANCES’
  • Investment
  • Wealth planning
  • Pensions
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Gresham House Plc

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.
  • Asset Class - Equities
  • Asset Class - Property
  • Asset Class - Infrastructure
  • Style - Sustainability
  • Style - ESG integration
  • Style - Engagement and voting
  • Style - Impact
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HG Financial Planning

HG Financial Planning

Almost everything we do or aim to achieve in our lives requires the right money or resources at the right time. Information and commentary on personal finances has never been more plentiful and easily available, as provided by the internet and bounced around via social media networks. Yet how many of us have secured from these, or other more traditional sources, the vital ingredients for effective planning and accumulating the resources that make our real lives manageable and hopes reachable? We believe the vital ingredients to successful planning are – ­Trust, Confidence and Continuity­. These crucial elements are built on proven service and results, honest communication and consistent­ personal attention. We have built our business living by these 3 vital components. Our role is to treat every client as though they were a member of our own family. We offer a wide range of financial services which cover every eventuality – helping you safeguard for a better future for you, your family & your business.
  • Investment
  • Insurance
  • Comprehensive planning
  • Pensions
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HSBC Global Asset Management

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
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Hanover Square Capital (UK) Ltd

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.
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Harding Financial Ltd

Harding Financial Ltd

Harding Financial are a firm of independent financial planners based in Guildford. As a company we are passionate about providing clients with high quality, clear, understandable and trustworthy financial advice. We love to really understand our clients' goals, dreams and wishes for their future, so we can help build a visual financial plan to support this. We provide advice on a wide variety of areas, which include; pensions, investments, protection, inheritance tax planning, mortgages and long term care. Our mission is to make a difference! Whether that be helping to improve our clients' lives through financial planning or having a positive impact on our planet. We feel that everyone has the ability to make a positive difference to one another and the world we live in and this is reflected in the fund selection process our in-house investment committee follow.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Hardman Research Ltd

Hardman Research Ltd

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Harpsden Wealth Management

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
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Heron House Financial Management Ltd

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
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Holden & Partners

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
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Holder & Combes

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
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ISS ESG

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
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Impact Advisers Capital LLC

Impact Advisers Capital LLC

Impact Advisers Capital LLC is an independently owned capital placement and advisory firm dedicated to introducing intentional, measurable and profitable impact investing opportunities to institutional investors. We work exclusively with institutional investors such as pension plans, insurance companies, foundations, endowments, and charities. Our mission is to encourage decision-makers overseeing institutional investment portfolios to move beyond ESG to allocate a meaningful percentage of their capital into risk-adjusted, market rate return impact investments.
  • Style - Impact
  • Impact measurement
  • Investment consultancy
  • Pension fund
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Impax Asset Management

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
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Interface Financial Planning Limited

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
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Invesco

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
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Invest-ethical

Invest-ethical

invest-ethical are financial advisers with a deep commitment to green/ethical, sustainable & responsible financial solutions.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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InvestAge

InvestAge

InvestAge is an action and investment co-operative that helps improve the lives of older people of today - and tomorrow. InvestAge uses the pooled resources of its investor members to provide supportive lending to organisations that focus on one of the biggest social issues of our time - how to ensure that older people live healthier, more independent lives, for longer. InvestAge encourages the participation of its members in identifying projects for support, forming special interest groups and campaigning for later-life actions.
  • Style - Engagement and voting
  • Style - Impact
  • Loans
  • Investment
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Investing Ethically

Investing Ethically

Investing Ethically are a firm of Chartered financial advisers who care deeply about ethical investment. Our clients come from a variety of backgrounds, each with a diverse range of beliefs and ethics. Our skilled team is able to empathise with these values and share their knowledge in order to educate clients on how best to invest in the things they support, as well as avoid those they don't. By guiding individuals through the ethical choices available, our advisers help them to make the right decisions and develop relationships that last a lifetime. We understand and empathise with clients' goals and ambitions and present ethically driven opportunities that are financially suitable.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Iona Capital Ltd

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
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Jan Oliff Financial Planning

Jan Oliff Financial Planning

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Janus Henderson

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
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Jill Turner Associates

Jill Turner Associates

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JustShare

JustShare

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Kames Capital

Kames Capital

Kames Capital is a UK-based investment management business. From Edinburgh and London our 85 investment professionals manage £37 billion on behalf of UK and international clients, including pension funds, financial institutions, charities, wealth managers, family offices and individuals. Our mission is to use our investment management expertise to help people achieve a lifetime of financial security. We have capabilities in fixed income, equities, property and multi-asset investing and invest to meet a range of client objectives, including growth, income, total return and absolute return. We have been managing ethical funds for 30 years and are a global leader in responsible investing.
  • 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
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Kepler Cheuvreux

Kepler Cheuvreux

Formed by the merger of Kepler with CA Cheuvreux in April 2013, Kepler Cheuvreux is the leading local broker in Europe. The firm provides highly ranked equity research, sales, sales trading, trading, SmartConnect, ETFs and corporate brokerage to global institutional investors. Additionally, the firm provides Research & Execution services to the retail networks of the Crédit Agricole Group. Kepler Cheuvreux is a unique independent alternative to the Bulge Bracket firms due to its ‘Local insight, European scale’. Kepler Cheuvreux’s institutional clients benefit from best in class independent equity research, the broadest research footprint in European equities, a distribution platform which is tailored to their needs, outstanding SmartConnect, multi-local presence, innovative ECM partnerships and top ranked execution and market access.
  • Asset Class - Equities
  • Asset Class - Fixed Income
  • Style - Sustainability
  • Style - ESG integration
  • Thematic research (e.g. carbon, water, AI, etc)
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Keyte Ltd

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
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King and Shaxson

King and Shaxson

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Kingswood Consultants Ltd

Kingswood Consultants Ltd

For over 30 years, Kingswood Consultants Ltd has been at the forefront of the socially responsible investment movement. Today we blend traditional values, the latest academic research, and cutting edge technology to deliver a Financial Planning service that focuses on enabling our clients to achieve their social, lifestyle and financial goals. We authored the first UK Guide to Ethical Investments in 1988 and are founding member of both UKSIF (the UK Sustainable Investment & Finance Association) and the EIA (Ethical Investment Association).
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Kleinwort Hambros

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
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Life Financial Planning

Life Financial Planning

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Lindsay Smart Consulting

Lindsay Smart Consulting

My consultancy offers sustainability solutions, for a range of businesses and investors, in particular: - sustainability and impact strategy - training workshops - accreditation completion & guidance I specialise in solutions for small companies, venture and private equity funds, while having experience across the investment spectrum. I have over a decade of industry experience predominantly in sustainable and impact investment (public and private markets), and formal training in sustainable business practice.
  • Thematic research (e.g. carbon, water, AI, etc)
  • Impact measurement
  • Corporate engagement & voting
  • ESG Reporting & Communications
  • ESG performance metrics
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Liontrust

Liontrust

Liontrust is a specialist fund management company that launched in 1995 and was listed on the London Stock Exchange in 1999. We believe in the benefits of active fund management over the long term, and have nine equity, fixed income, sustainable and multi-asset teams. Each team has a distinct and rigorous investment process that ensures the way we manage money is predictable and repeatable. Our fund managers have the freedom to manage their portfolios according to their own views without being distracted by other day-to-day aspects of running a fund management company. We seek to manage the company sustainably and responsibly, and are committed to contributing to and benefiting the wider society.
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M&G Investments

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.
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MSCI

MSCI

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Magenta Financial Planning

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
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MainStreet Partners

MainStreet Partners

MainStreet Partners was created to provide any investor with transparent and easy access to companies and funds that achieve consistent financial returns while improving people’s lives and protecting our planet. We want our clients to know exactly where their capital is invested and what financial, social and environmental results they are achieving.
  • 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
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McMenamin, Columba

McMenamin, Columba

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.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Minerva Analytics Ltd

Minerva Analytics Ltd

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Montreux Capital Management

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
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Nesta Trust

Nesta Trust

Nesta is an innovation foundation. For us, innovation means turning bold ideas into reality and changing lives for the better. We use our expertise, skills and funding in areas where there are big challenges facing society. Nesta is based in the UK and supported by a financial endowment. We work with partners around the globe to bring bold ideas to life to change the world for good. The Nesta Trust, is a charitable trust which holds all the investment assets invested to fund the charitable activities of Nesta in advancing the objects of the Trust.
  • Charity
  • Other
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Neural Alpha Ltd

Neural Alpha Ltd

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Nvirovest Ltd

Nvirovest Ltd

We educate and advise clients on Social Impact Investing and how to make their money, make a difference.
  • Wealth planning
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Oxfam

Oxfam

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P1 Investment Management

P1 Investment Management

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
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Path Financial Limited, The

Path Financial Limited, The

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Pein, Tanya

Pein, Tanya

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Philanthropy Impact

Philanthropy Impact

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Philip James Financial Services Ltd

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
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Platinum (SRI) Fin. Svs. Ltd.

Platinum (SRI) Fin. Svs. Ltd.

To provide investment and financial advice for my clients while taking full account of any ethical and/or socially responsible investment requirements.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Plenitude

Plenitude

Plenitude is a London-based digital asset manager that helps people align their savings and pension investments with their values. Our principal focus is the threat that we all face through Climate Change and we are concentrating on helping people lower their personal carbon footprint through their investments in a robust, risk-managed way. We provide white label solutions for banks/ building societies or wealth managers who wish to target those individuals (predominantly – but not only) who are concerned about climate change and want to align their investments with their values. Our B2B2C proposition allows retail investors to invest their savings and pensions, in a low-cost, intuitive way, utilising a coherent risk-management focus.
  • Investment
  • Insurance
  • Pensions
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Portfolio Management Consultancy Ltd

Portfolio Management Consultancy Ltd

We advise charities, endowments and non-for profit organisations on their investment strategies, including sustainable investing strategies.
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Profit With Principle

Profit With Principle

Profit With Principle is the aim, and the name, of our business. We provide a high 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.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Quilter plc

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
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RSMR

RSMR

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Rathbone Greenbank Investments

Rathbone Greenbank Investments

Rathbone Greenbank Investments 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
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Rathore, Mo

Rathore, Mo

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Responsible Finance

Responsible Finance

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Responsible Investment Association (Canada)

Responsible Investment Association (Canada)

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Responsible Investment Association of Australasia (RIAA)

Responsible Investment Association of Australasia (RIAA)

  • Other
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Responsible Investor

Responsible Investor

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Riverfield Partners LLP

Riverfield Partners LLP

Riverfield Partners LLP is an investment manager focused on long-term capital growth and wealth preservation. The team is composed of a multinational group of experienced investment professionals, located in Europe, Asia and Latin America. The Riverfield UCITs funds are primarily equity focused, global in strategy and held within the Luxembourg-registered Riverfield SICAV. The LLP is also the investment manager of a Luxembourg-registered SIF investing in bonds, equities and specialist funds ; and of Phi Funds, a Liechtenstein authorised AIF with funds investing in physical gold and precious metals. The LLP also offers wealth management services to private investors and institutions.
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Rob Lake Advisors Ltd

Rob Lake Advisors Ltd

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Rose and North Ltd

Rose and North Ltd

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Rothesay Bennett Ltd

Rothesay Bennett Ltd

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Royal London Asset Management

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
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Ruth Whitehead Associates

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.
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SRI Services

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
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Schroder Investment Management

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
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ShareAction

ShareAction

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Smythe & Walter Chartered Financial Planners

Smythe & Walter Chartered Financial Planners

We aim to enable our clients to live the life which they desire, without fear of running out of money, or dying with too much. We help our clients to achieve this whilst considering their own impact on the world in which they live, overlaying our skills in retirement and estate planning, with our knowledge of ethical, sustainable, ESG and impact investing. As an independent firm of Chartered Financial Planners, prospective clients looking to invest pensions and other assets in a sustainable manner can contact us with confidence that we place their best interests at the heart of our business.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Social Value UK

Social Value UK

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Standard Chartered Bank Plc

Standard Chartered Bank Plc

We are a leading international banking group, with a presence in more than 60 of the world’s most dynamic markets. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, Here for good.
  • Savings accounts (such as ISAs)
  • Current accounts
  • Mortgages
  • Loans
  • Investment banking
  • Wealth Management
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Stanley, Michael

Stanley, Michael

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Sustainalytics

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
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T. Bailey Asset Management Ltd

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.
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TAM Asset Management

TAM Asset Management

TAM Asset Management Ltd are an award-winning discretionary investment manager with decades of industry experience. Our expert team of investment professionals are committed to providing forward-thinking investment management solutions to individual clients and institutions around the world. We believe that every investor should have access to professional investment management services regardless of their level of wealth, and have over the years designed and developed a vast range of services for varying clientele - from suites of bespoke and model investment portfolios, to suites of ethical and Sharia investment portfolios.
  • 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
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The Mellor Practice

The Mellor Practice

We are a group of well-established Independent Financial Advisers who offer a pro-active, professional and friendly service to all our clients. We work with clients to ensure that their finances are appropriately invested in line with their values and concerns. We aim to maximise tax-efficiency and ensure that clients enjoy returns which are in line with expectations and attitude to risk. We have been involved in advising individuals, families and charities on financial strategies in line with their principles for many years and our vision is to become the natural place to go for a knowledgeable, principled adviser. More and more enquirers are concerned about the positive effects their savings and investments can achieve in a whole range of areas and we are pleased to help allay these concerns.
  • Savings accounts (such as ISAs)
  • Wealth Management
  • Investment consultancy
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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The Pallinghurst Group

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
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The international business of Federated Hermes

The international business of Federated Hermes

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
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Thomas Fear Financial Planning

Thomas Fear Financial Planning

Our aim is to provide our clients bespoke and professional independent financial advice. We are committed to deliver balanced advice with responsible investing, without sacrificing the best financial returns.
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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Thrive Renewables

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 cleaner, greener energy sources by connecting people and communities with renewable energy. We offer accessible opportunities for individuals and businesses to invest in clean energy projects that deliver financial, environmental and social rewards. So far, we have built or funded 22 wind, hydro and solar projects, the majority of which we own and operate. In total, 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
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Triodos Bank UK

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
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Universities Superannuation Scheme (USS)

Universities Superannuation Scheme (USS)

  • Pension fund
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VBDO (De Vereniging van Beleggers voor Duurzame Ontwikkeling)

VBDO (De Vereniging van Beleggers voor Duurzame Ontwikkeling)

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Vigeo Eiris

Vigeo Eiris

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Virtuo Wealth Management

Virtuo Wealth Management

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WHEB Asset Management

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
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Walton, Graham

Walton, Graham

Personal financial planning for individuals, families and small businesses.
  • Investment
  • Wealth planning
  • Pensions
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Watson French Ltd

Watson French Ltd

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Wessex Investment Management Ltd

Wessex Investment Management Ltd

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Whitechurch Securities 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
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Wood, Robin

Wood, Robin

Independent, honest and tailored financial planning for individuals, charities and small enterprises. Person-centred IFA services for all, regardless of wealth levels. Specialist in Ethical & Sustainable Investments, fund research and sustainable solutions - adding value and values to your financial planning needs. Services include: Investment - for income, growth and impact Pensions & retirement planning Protection / Insurance Tax Planning Will Writing & Estate Planning Mortgages & other property finance Organisational Development, Goal Setting and Training Long term care planning Debt counseling and financial education Friendly and professional - always happy to guide or advise.
  • Mortgages
  • Wealth Management
  • Investment
  • Insurance
  • Wealth planning
  • Pensions
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iFunds Asset Management

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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