Directory – UKSIF

ADDLESHAW GODDARD LLP

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

Adempi Associates

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

Astra Diligence

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

Avyse Partners Limited

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

BUPA Finance plc

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

Insurance

Bloomberg LP

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

C2R Green Limited

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

CSR Consulting Ltd

Cadlas

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

Callala Ltd

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

Carbon Tracker Initiative

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

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

Cardano

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

Cities & Collaboration

Clarity AI

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

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

CorpAxe

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

Dakers, Andrew

Danesmead ESG Limited

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

Development Vectors ltd

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

Devlin Mambo LLP

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

EIRIS Foundation

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

ESG Accord Ltd

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

ESG Communications

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

Economics for the Environment Consultancy (EFTEC)

Ethical Screening

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

FAIRR Initiative

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

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

FTSE Russell

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

Company-level ESG data
Company-level ratings

Field Intelligence Ltd

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

Frost Consulting Ltd

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

FundSense

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

Fundamentum Social Housing REIT plc

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

Gordian Advice

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

Hardman Research Ltd

ICEBERG DATA LAB LTD

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

ISS

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

ISS ESG

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

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

Impact Cubed

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

Inrate AG

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

Intercontinental Exchange (ICE)

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

International Securities Lending Association

Lane Clark & Peacock

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

MSCI

Maanch Limited

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

Maplecroft.NET Ltd

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

Marketing Alpha Partners

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

Mercer Investment Consulting

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

Minerva Analytics

Net Purpose

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

Neural Alpha Ltd

Novatus Advisory

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

Novisto

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

Orbit Financial Technology

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

Planet Mark

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

Pollination

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

Portfolio Management Consultancy Ltd

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

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

PortfolioMetrix

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

PwC

Forthcoming

RSMR

Ramboll

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

RepRisk

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

Reset Connect

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

Rio ESG

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

S&P Global Sustainable1

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

SRI Services

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

Fund ratings
ESG Reporting & Communications
Investment consultancy
Wealth planning

Simmons & Simmons LLP

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

Simpson Thacher & Bartlett LLP

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

Sparkd

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

Square Mile Investment Consulting & Research

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

Stellar Asset Management Limited

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

Sustainable Capital PLC

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

Sustainalytics

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

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

The Big Exchange

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

The Biodiversity Consultancy

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

The Catt’s Eye View

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

The Disruption House

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

The Wilful Group

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

Travers Smith LLP

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

Treo ESG

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

Tumelo

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

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

Unburdened Limited

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

Valueco

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

Verity

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

WEEFIN ESG UK

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

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ADDLESHAW GODDARD LLP

Adempi Associates

Astra Diligence

Avyse Partners Limited

BUPA Finance plc

Bloomberg LP

C2R Green Limited

CSR Consulting Ltd

Cadlas

Callala Ltd

Carbon Tracker Initiative

Cardano

Cities & Collaboration

Clarity AI

CorpAxe

Dakers, Andrew

Danesmead ESG Limited

Development Vectors ltd

Devlin Mambo LLP

EIRIS Foundation

ESG Accord Ltd

ESG Communications

Economics for the Environment Consultancy (EFTEC)

Ethical Screening

FAIRR Initiative

FTSE Russell

Field Intelligence Ltd

Frost Consulting Ltd

FundSense

Fundamentum Social Housing REIT plc

Gordian Advice

Hardman Research Ltd

ICEBERG DATA LAB LTD

ISS

ISS ESG

Impact Cubed

Inrate AG

Intercontinental Exchange (ICE)

International Securities Lending Association

Lane Clark & Peacock

MSCI

Maanch Limited

Maplecroft.NET Ltd

Marketing Alpha Partners

Mercer Investment Consulting

Minerva Analytics

Net Purpose

Neural Alpha Ltd

Novatus Advisory

Novisto

Orbit Financial Technology

Planet Mark

Pollination

Portfolio Management Consultancy Ltd

PortfolioMetrix

PwC

RSMR

Ramboll

RepRisk

Reset Connect

Rio ESG

S&P Global Sustainable1

SRI Services

Simmons & Simmons LLP

Simpson Thacher & Bartlett LLP

Sparkd

Square Mile Investment Consulting & Research

Stellar Asset Management Limited

Sustainable Capital PLC

Sustainalytics

The Big Exchange

The Biodiversity Consultancy

The Catt’s Eye View

The Disruption House

The Wilful Group

Travers Smith LLP

Treo ESG