What next for responsible investment funds?

  • To be able to explain the terminology associated with the responsible investing universe
  • To understand the impact of regulation on the responsible investing universe
  • To discover how social impact is becoming more central to providers' thoughts
  • To be able to explain the terminology associated with the responsible investing universe
  • To understand the impact of regulation on the responsible investing universe
  • To discover how social impact is becoming more central to providers' thoughts
Supported by
Columbia Threadneedle logo 2023
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
Supported by
Columbia Threadneedle logo 2023
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Supported by
Columbia Threadneedle logo 2023
pfs-logo
cisi-logo
CPD
Approx.30min
How are responsible investment funds evolving?
How are responsible investment funds evolving?
Enter
keywords

Products aimed at clients who wish to invest responsibly have evolved from funds focused solely on excluding sectors perceived to be harmful, to funds across a spectrum which aim to make a positive impact. 

But with recent bouts of underperformance, in part as a consequence of the asset class's traditional overexposure to growth stocks, and with regulatory frameworks being created in the EU and the UK, much is happening to investor returns.

This article, worth 30 minutes of CPD, explores how the responsible investment universe got to this point and what comes next for the asset class as it operates, for the first time at scale, in a world of much higher interest rates.

david.thorpe@ft.com

CPD
Approx.30min
Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
  1. What does Whitehead say has hindered the development of social impact funds in recent years?
  2. Which one of the below themes is an area that Whitehead says can appear in both an environmental and social fund?
  3. What proportion of companies under Ejikeme's criteria are considered investible?
  4. What does Whitehead cite as the main positive about investing in a thematic fund?
  5. What does Bluhm say is important when it comes to achieving diversification in a responsible investment fund?
  6. What proportion of a company's revenue must come from environmental sources to be included in Forster's fund?
  7. To bank your CPD you must sign in or Register.