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

Hat trick for administration at Investing Ethically Ltd

The administration team have been beavering away and three members of staff have managed to gain further exam success in the last 3 months! Charlotte and Debbie achieved the CII R03 Personal Taxation qualification and Hannah passed R04 Pensions and Retirement Planning after many hours spent studying. Standards Professionalism Trust The Chartered Insurance Institute are…

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Investing Ethically achieve Corporate Chartered Status again

We are very proud to announce that we have achieved Corporate Chartered Financial Planners status for the third year running. The accolade confirms our commitment to professionalism and giving the very best advice to our clients who are always at the forefront of our business. Being independent allows us to access the whole of the…

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Investing Ethically in muddy waters

Wheatfen is a magical nature reserve, hidden away near Norwich. In the heart of the Broads, it backs onto the River Yare. The Ted Ellis Trust look after the reserve and run regular events throughout the year. The reserve has open fens, reed beds and woodlands. Thanks to the pioneering efforts of Ted Ellis, it…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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