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

Investing Ethically joins Dementia Friends Initiative

Alzheimer’s Society’s Dementia Friends programme is the biggest ever initiative to change people’s perceptions of dementia. It aims to transform the way the nation thinks, acts and talks about the condition. What is Dementia Dementia is caused by a number of diseases that affect the brain. The most common is Alzheimer’s but diseases also include vascular dementia, dementia with Lewy…

Details

Investing Ethically recognised at recent awards ceremonies

Our advisers recently attended 2 award ceremonies after we were shortlisted for the Women in Finance Awards – Adviser of The Year 2018 and the Money Marketing Small Adviser of the Year 2018. Lisa Hardman was one of ten shortlisted at the Women in Finance event, and the company was alongside only 5 other companies for…

Details

‘You can’t be unhappy in the middle of a big beautiful river’

This summer our staff day out proved a new challenge for some.  A day kayaking along our local River Wensum through Norwich.  Luckily it was a beautiful sunny day with minimal wind.  With a mixed variety of experience between us from competition rower to complete novice.  Pairings matching least with most training we all successfully…

Details

Power of Attorney – Preparing for the Unexpected

It’s never easy to think about the possibility that you won’t be able to make your own decisions in the future. Preparing for the eventuality, completing a Power of Attorney early removes worry and stress at what could be a daunting time.   What is a Power of Attorney? A power of attorney is a legal document…

Details

Investing Ethically’s Chartered planner Lisa, shortlisted for 2018 Financial Adviser of the Year

The Women in Finance Awards celebrate individuals and organisations leading change, breaking down barriers. Creating new possibilities for equal representation in the world of finance. Shortlisted Financial Adviser of the Year 2018 We are proud to announce that Lisa at our office has been shortlisted in the prestigious Financial Adviser of the Year category. There were more than 1,000…

Details

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…

Details

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…

Details

Kames Capital Ethical Roadshow – Investing in a cleaner future

Yesterday we visited the Kames Capital Ethical Roadshow.  With environmental issues coming increasingly to the fore and more Funds coming to the market looking to satisfy a rise in interest in sustainable investing, this was a great opportunity to hear from arguably one of the most established Ethical and Sustainable investment teams in the market place –…

Details

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…

Details

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…

Details