News & Events

As a firm that offers support and guidance to clients each and every day, we wanted to find a way to share our knowledge and understanding of industry trends. Our dedicated News and Events page is a catalogue of internal updates and global ethical news stories. We encourage you to read, share and comment on our posts.

IE News

As the name suggests, our Investing Ethically (IE) news will be specific to the firm. From welcoming new team members, to introducing ethical events; you will learn all you need to know about our team.

IE News Archive

Ethical News

Articles under the Ethical News category will offer a more rounded overview of what is a global sector. To be truly ethical, we make it our duty to stay abreast of immerging markets, to be able to recommend innovative new funds.

Ethical News Archive

Christmas Office Hours

Please note we will be closed from 21st December until 2nd January. We wish all our clients a Merry Christmas and Happy New Year.

Urgent messages can be left on the answer phone, this will be checked regularly. Best Wishes from us all.

Chartered Financial Planners & Corporate Chartered Status

Three years of exams Earlier this year, Andy, Lisa and I completed the Advanced Diploma in Financial Planning by sitting and passing AF1 (taxation and trusts). On a purely personal level, I can reliably inform you that this was not the most interesting exam I have ever sat, but in many ways probably one of…

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Hope we are your ethical Hero/Heroine this Christmas

Mygreenpod.com website and magazine have awarded us with a ‘Hero’ service award, read more about it here. They share responsible products and services which are kinder to the people using them. MyGreenPod.com share green news and help bring those products and services into your home – after you’ve had fun experimenting and learning about what’s available…

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Supporting the Fossil Fuel Divestment movement

To further support the growing momentum for the fossil fuel divestment movement Investing Ethically has carried out detailed research into the changing stances taken by ethical fund managers regarding fossil fuels. Two years ago there were only 2 (Jupiter Ecology and Henderson Global Care Growth) out of the 100+ mainstream ethical funds which screened out ALL fossil…

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Investing Ethically Ltd Shortlisted for People Environment Achievement Award

Investing Ethically Ltd have been shortlisted for a P.E.A. award (People. Environment. Achievement. Awards). These awards honour ‘green heroes’. Up against two other entrants in the Money category, Triodos Bank and Impax investments, we will find out our fate at a glamorous green carpet event with music, entertainment and ethical food and drink in London. The ceremony will be attended from…

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Autumn Statement review

Chancellor Philip Hammond delivered the Autumn Budget back on 22nd November with the key message being reduction in growth and productivity forecasts along with an increase in the need to borrow. Having this as a backdrop goes someway to explain what was, for many, an underwhelming budget. It’s a shame that given the challenges the…

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Good Money Week – Investing Ethically’s Review

  This week is Good Money Week – please visit www.Goodmoneyweek.com to find out more. There have been some great articles supporting the event which shows just how easy and accessible ethical investing is, along with facts and figures. This is an opportunity to let people know they have sustainable and ethical options when it comes to…

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UK government launches plan to accelerate growth of green finance

New measures will build on the UK’s global leadership in Green Finance as part of the move to a low carbon economy. Government establishes taskforce of senior financial experts to accelerate growth of Green Finance and the UK’s low carbon economy. Proposals announced today will build on the UK’s global leadership, including development of world’s first…

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Have you noticed a change to fund names – who are Liontrust?

Liontrust Asset Management Plc., the specialist independent fund management group has purchased the entire issued share capital of Alliance Trust Investments Limited (ATI) for a total consideration of around £30 million. The acquisition of ATI, including 11 sustainable investment funds managed by the ATI Investment Team, is attractive to Liontrust for a number of reasons: The acquisition…

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Why ethical income could be good for your portfolio By Emma Agyemang

Article written for the Investors Chronicle “I wish Woodford would launch an income or growth fund that excluded tobacco stocks!” an Investors Chronicle reader recently lamented, following news of the launch of CF Woodford Income Focus Fund (GB00BD9X7109). However, there are a number of other funds that describe themselves as ethical, or invest with environmental,…

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