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 finalists – Sustainable Ethical Planner of the Year

We recently entered the 2018 Money Management Financial Planner Awards, the Sustainable Ethical Planner category. The Awards have long recognised the very best of the advice profession. These accolades are truly valued by the industry – and acknowledge the best-performing financial planners. Sustainable Ethical Financial Planning The Awards focus on the work advisers undertake day in, day…


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…


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…


‘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…


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…


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…


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 –…