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

Happy ‘real Living Wage’ Birthday to us

The Living Wage Foundation is the organisation at the heart of the independent movement of businesses, organisations and people who believe that a hard day’s work deserves a fair day’s pay. The campaign for employers to pay a real Living Wage was launched by London Citizens in 2001 and aims to ensure low paid workers…


New Year, but continuing exam success, new staff and new systems

The first months of the year are rolling by and we already have exam success in the office. Hannah completed another CII exam, Investment Principles and Risk. The exam syllabus focuses on investments, risks, behaviour and correlation; the macro-economic environment and its effect upon asset classes; investment theories; the impact of risk on investment performance…


Christmas Donations from Investing Ethically Ltd

We supported The Benjamin Foundation again this year with Christmas presents for those they support. They are a charity that exists to help people to deal with many of the challenges that life throws at them. Started in Norfolk in 1994, and in 2016 expanded into Suffolk. Their work covers the following areas: Homelessness – Accommodation centres…


Exam Success in the office

Debbie in our office has successfully passed the Chartered Insurance Institute exam on Financial Protection and Hannah also passed the Financial Services, regulation and ethics exam.  These exams both form part of the Diploma in Regulated Financial Planning which both ladies are working towards. Achieving the Diploma qualification allows them to work as an adviser (subject to other regulatory requirements). To achieve…


Sustainable Ethical Financial Planner of the Year Winner

The Money Management Financial Planner Awards 2018 resulted with a first for Investing Ethically. Lisa Hardman one of our chartered financial planners was recognised as the winner of the Sustainable Ethical Financial Planner Category.  These annual awards have long recognised the very best of the advice profession. To be eligible for the award candidates had to submit a…


ISA & Pension Allowance

Don’t loose your ISA and pension allowance 2018/19

Remember, remember the 5th of April, may not be the rhyme you recall but a rather important date for your finances.  Time to check your ISA & pension allowance 2018/19 before it’s too late. Individual Savings Accounts (ISAs) For the 2018-19 tax year, the maximum allowance is £20,000 for the amount of money that savers can place in an ISA.  This will also…


Who Funds the World? Get Ready for Good Money Week 2018

Good Money Week is the campaign to help grow and raise awareness of sustainable, responsible and ethical finance. This year, it takes place between 29th September – 5th October 2018. It brings together people from all walks of life and levels of income, financial advisers, charities, faith communities, student groups and financial institutions to help grow…


British pension schemes to disclose climate change strategy

British pension trustees will be required to show scheme members how they account for a range of financially material risks such as those related to climate change when investing, under new rules announced earlier this month. The rules come into force on Oct. 1, 2019.  They will force trustees of defined contribution schemes to produce…


Gender Diversity Across our Fund Managers

We announced earlier in March that we had signed the HM Treasury Women in Finance Charter. This commits Investing Ethically Ltd to a pledge for gender balance across financial services. To coincide with signing the charter, we wanted to ask some of our main fund managers who we invest with what they are doing about gender…


Kames Capital fixed income duo: Their top five ethical bonds

A recent article in Investment Week magazine provides a great insight from Iain Buckle and Euan McNeil. They co-manage the £465m Kames Ethical Corporate Bond fund. The article highlights their top five ethical bonds in their portfolio. The Kames Ethical Corporate Bond fund was one of the first of its type when it launched in 2000 and celebrates its 18th birthday. Like…