Coinciding with the launch of our new brand image, we would also like to introduce our Investment Proposition. We create portfolios that consist of funds run by distinguished managers within the industry that reflect the financial objectives and ethical values of our clients.
In May 2016 we contacted our clients and supporters to inform them about a new social investment from Thrive Renewables – The Thrive Renewables (Buchan) Limited bond offer. This was a five year investment offering a gross interest of 5.5%.
The transformation of Investing Ethically is complete. We have emerged with our founding principles elevated and accentuated in the message we are sharing. Since our founding in 2000, we have placed the Quaker values of ethical responsibility at the centre of our business practices.
As one of the major ethical investment specialist advisers in the UK, Investing Ethically Ltd have been invited to speak at an SRI forum on 14 July held by Edentree Investment Management.
At Investing Ethically we work hard to identify and research new ethical funds for our clients.
The ISA allowance will rise to £20,000 for the 2017/18 tax year. For this tax year, 2016/17, the allowance remains at £15,240.
In January, Phil, Lisa and Andy travelled to London to meet with Kames Capital (who manage the Kames Ethical, Ethical Cautious and Ethical Corporate Bond funds) and Jupiter Asset Management (who manage the Jupiter Ecology and Responsible Income funds).