Adviser Guides
Guide to ethical investments
But how can an adviser make sure they pick the right investment to match their client’s principles?
This guide explores the different types of ethical investment available and how to research the products.
Answers supplied by Mark Robertson, head of communications at the Ethical Investment Research Service and Robert Hague, sales director at ethical investment specialist Emerald Knight.
IN THIS GUIDE
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Q: What is an ethical investment?
Ethical, or ‘socially responsible’ investment is about aligning your personal beliefs regarding environmental, social and ethical concerns with...
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Q: What types of ethical investment are available?
You can choose to invest directly into companies or projects which meet ethical criteria, or look at ethical funds which can be growth or income...
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Q: How do I research ethical investments?
The Ethical Investment Research Service (Eiris) is a global provider of research into corporate environmental, social and governance performance.
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Q: What should I ask ethical investment managers?
Your questions should cover the things you would ask about any other type of investment.
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Q: How do I ensure it matches my client’s principles?
You need to clarify your client’s needs in terms of their financial objectives.
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Q: Does it cost more to opt for ethical investments?
There is a perception that profits and principles can’t mix, but choosing an SRI route doesn’t mean that you have to sacrifice one for the other.
