Press article from the ECCR concerning the recent hacking events Read more...

Leading article: Ignoble exile Read more...

We have nothing to add - let this man`s images do the talking" http://www.youtube.com/watch?v=M5MEC5MPjvg&feature=player_embeddedmik Read more...

Very interesting story; everything can be re-cycled but what do our vegetarian and vegan clients feel about this? We would love to hear your views! http://www.bbc.co.uk/news/business-13941458     Read more...

On the 11th June 2011, our director, Lee Coates, has been awarded an OBE in the Queen`s Birthday Honours. This has been awarded for `services to ethical business and finance`. It must also be true that this is a recognition to our annual profit distribution, now directed via our charitable foundation - Ethical Giving. Lee would like to thank every client of Ethical Investors for helping to grow the Ethical Investment message in the UK ! Read more...

  Please refer to the pdf document available from the link on this article Read more...

  WAY Group has been shortlisted in the ‘Best New Entrant’ category at this year’s Climate Change Awards for the launch of the WAY Green Portfolio Fund; the UK’s first fund of funds to concentrate solely on climate change investments.  Ethical Investors was closely involved in the design of the fund and our sister compeny, Ethical Screening researches the funds that are included in the investment Read more...

Ethical Investors has released a new Client Charter and Fee Schedule, which sets out the proposed charging structure for clients from January 2011.  All financial advisers have to prepare for the future charging structure resulting from the Retail Read more...

The latest Ethical Investors newsletter is available to download from the link on this article.  Among other things the newslwtter highlights a significant milestone in our history, 21 years of trading. The newsletter also introduces our new Client Charter and Fee Schedule, which is available to download as a separate article on the blog. Read more...

Organic Money Being an organic grower, whether in one's own garden or as a full scale organic farmer, can take much more effort, but is ultimately much more rewarding.  It is always easier to do what the majority do, follow their lead and just 'fit in', however, this means using pesticides, chemicals and unsustainable production methods. If you've Read more...

A long-standing client of Ethical Investors is looking to sell the leasehold on their Cafe/Restaurant/Tea Rooms business.  The current owner would like to sell to a similarly ethically minded person, or people, and Ethical Investors is therefore pleased to assist with the sale by adding the details to our blog.  A document is attached with further details of the sale - if you are interested please respond to Read more...

BP has rightly had a lot of news coverage recently, unfortunately not for good reasons.  The attached article was originally published in the Sunday Telegraph on 6 June 2010 under the title "How Can an Ethical Fund Invest in BP?". The article discusses the different stance ethical funds take to screen out various shares, focusing on BP in particular. Please click on the above link to download the article. Read more...

Comments on the proposals for Long-term care funding following the General Election These comments are from our Will writing partner, Assurewills Ltd Prior to the General Election the Conservatives favoured a voluntary ‘insurance’ style scheme with individuals making a one off payment of £10,000 on retirement to fund any potential long term care, thereby removing assets such as t Read more...

For Ethical Investors clients with investments in the Quadris Environmental Fund: The latest information Ethical Investors has received on the Quadris Environmental Fund is that the underlying investments are operating normally, and the assets are all accounted for.  There has been a problem relating to the administration of the fund which Quadris is seeking a resolution to.  Until this time the fund remains suspended, meanin Read more...

Following the merger of HBOS with Lloyds TSB, the Insight Investment Management arm (previously provided to HBOS), will now be provided by Scottish Widows Investment Partnership (SWIP), part of Lloyds TSB. As a result of this it has been announced that the Insight Evergreen Fund is due to be closed. We are aware that our clients invested on Cofunds have been informed of this change, directly by Cofunds.  We would like Read more...

It has come to our attention that a summary provided by us on our website regarding the suspension of Quadris Environmental Fund Plc (“the fund”) pursuant to a Direction by the Isle of Man Financial Supervision Commission (“the FSC”) on 29 March 2010 (the Comment”) was based on wholly inaccurate and misleading information regarding the suspension and the involvem Read more...

The attached pdf article contains information on the funding of Long Term Care and the policies of the main parties on the run up to the General Election. This information has been provided by our Will writing partner Assurewills Ltd.  For information please contact Assurewills directly on 01223 967477 www.assurewills.co.uk Read more...

The end of the 2009/10 tax year is fast approaching - due to the bank holidays over Easter this year the effective last day this tax year is 1st April for business processing.  All printed application forms that are submitted via Ethical Investors for ISAs or pension contributions must therefore arrive at our offices by 31 March 2010. There are more direct ways of processing ISAs which we can put into effect , for example making p Read more...

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The latest newletter from Ethical Investors is available to download from the link above.  This issue covers: - the proposed changes to financial advice services from 2012 - the tax year end - future deliveries of our newletter by e-mail - the new environmental solutions fund (Way Green Portfolio) - our new Will Service Read more...

Ethical Investors has recently been involved in the creation of a new Environmental Fund of Funds, launched at the beginning of February this year. It is called the Way Green Portfolio Fund, and is managed by Vestra Wealth, via Way Fund Managers. The fund will invest in a range of investment funds that specialise in all aspects of environmental technology, protection and climate change mitigation.  The brochure from Way is available to do Read more...

Christianity in the UK is dead – long live Shari-ah   In a quite staggering announcement from the head of the Government’s new Pensions body (Personal Accounts Delivery Authority), it appears t Read more...

Friends Provident and Resolution   Well, the deal is done and the dust has settled. Friends Provident has moved from a Quaker founded mutual Insurance and Investment Company, to being an independent quoted company to now being part of the Resolution Group. Friends Provident&lsq Read more...

The latest newsletter update from ethical investors is available as a pdf download from this article.  Please click on the title above to open the full article and activate the link to the newsletter download (link below).   page_files/file/Ethical Investors Update Oct 2009(5).pdf     Read more...

  According to a recent article in the Telegraph online (see link below) the British Government is being asked to spend more on ‘Defence’. The call has come, wait for it, from the Defence Industries Council (DIC). An independent think tank? No, not really – the body represents the interests of companies in the arms (sorry, I think they like to be called Defence) i Read more...

UK welcomes Human Rights abuse with open arms - and wallets Campaign Against the Arms Trade have recently reported the shocking ethical position of the British Government when it comes to making money from arms sales.  Once again, it appears that the British Read more...

Scots show the way forward Christian Aid has congratulated the Scottish Parliament for their brave commitment to reduce emissions further than any other country. The article (http://www.christianaid.org.uk/pressoffice Read more...

Good News for Responsible Investors In a recent United Nations Environment Programmge Report, fund managers have been warned that they may face legal action if they do not take social, environmental or Governance issues into account when making investment decisions. Read more...

Enough is Enough When is enough actually, genuinely, enough?  Well, this is one of those relative questions (no, not the how often do we have to see you Mother type relative questions).  Each person answering the question will answer it from their own perspective;  the only common thread is that enough is generally more than each person has Read more...

Guns and Gas Guzzlers According to an article from the Telegraph on-line: (http://www.telegraph.co.uk/news/worldnews/northamerica/usa/5865721/US-car-dealer-offers-free-Kalashnikov-with-every-purchase.html) Read more...

Pope urges Gordon Brown to back 'ethical' financial system. According to a recent article from Times Online (http://www.timesonline.co.uk/tol/comment/faith/article6011316.ece), the Pope has urged Gordon Brown to back an ethical approach to rebuilding the financial system.     Read more...

Public Sector Pensions - the end of the Road? A great deal of comment is being made about pensions at the moment, and one of the main areas is the sustainability of Final Salary Pensions.  Unlike the average private pension, where the benefits on retirement are based on the money paid in and how well it is invested (Money Purchase), Final Salar Read more...

Climate change, people, and poverty This new Report form Oxfam combines the latest scientific observations on climate change, with evidence from the communities Oxfam works with in almost 100 countries around the world, to reveal how the changing climate is already hitting poor people hard. The report outlines evidence Read more...

UK to quadruple funding for fair and ethical trade Acording to the Ethical Trading Initial, the Uk Goivernment has recenlty pledged to increase the support it offers for fair and ethical trading. For the full report, go to the ETI Web site - Read more...

Equfund Social Housing Investment Update We have recently received an update from Equfund on their social housing investment in Birkenhead, Liverpool. It is wonderful to see the way the entire street might appear in the near future, compared to how it cur Read more...

Nice idea, but..... In a recent article by Natalie Martin in Mortgage Strategy (1 May 09), she confirmed from figures released by the government that only one household has been approved for its Mortgage Rescue Scheme since January. The £200m scheme aims to help those at risk of repossession by enabling councils and housing assoc Read more...

Download as PDF The latest update on thr Impax Environmental Leaders Fund is avaialble to download from the link. Read more...

Download as PDF The pdf available from the above link takes the latest F&C economic update from Phil Doel and Hilary Aldridge, and includes how their views are shaping the Stewardship Growth and Stewardship Income funds. Read more...

Download as PDF For more information please read the Impax monthly bulletin, available as a pdf from the link above, which features an interview with fund managers Bruce Jenkyn-Jones and Simon Gottelier, looking back over the fund&rsqu Read more...

Base rate cut of 0.5% likely to be the last. In recent weeks, a tsunami of bad newsflow has overwhelmed global equities, which have fallen to multi-year lows. Although we are struggling to identify a catalyst at this time (and maybe that is a further positive signal), technical analysis would suggest that markets have become oversold. For the more tactical (and courageous) investor, the latest sell-off may represent an attractive buying opportun Read more...

Download as PDFAn interesting report concerning the relevance of ethical and socially responsible investment in the current economic climate. Please download the report using the link above Read more...

Some interesting forecasts from New Star on the latest UK housing figures, predict a further decline in 2009. The Nationwide house price index for December was 18% below the peak reached in October 2007. When compared with the house price busts in the early 1990s and mid 1970s the current decline continues to track the 1990s bust closely. An exact replication would involve a further 15% fall in prices from their December lev Read more...

Download as PDF The Awards were sponsored by High Net Worth magazine and FT Business. The New Breed Adviser Awards aims to recognise best practice, innovation and delivery of service among the financial advisory community. Althou Read more...

With the recent Bank of England drop in rates by a massive 1.5%, now is the time to review your mortgage or remortgage rate. Call Kevin Brogan at Ethical Investors for a no obligation rate check today - 01242 539848. Read more...

Download as PDFThe latest newsletter from Ethical Investors is now available to download as a pdf (please use the link above) Read more...

Download as PDF The latest newsletter from the Henderson Socially Responsible Investment team, is available from the pdf link with this article. Please click on the link to view the document nt Read more...

Download as PDF The transcript of an interview with Bruce Jenkyn-Jones and Simon Gottelier, of Impax, is available from the pdf link with this article. The interview was originally broadcast on Asset TV. Please click on the link Read more...

Download as PDFThe latest Ethical Investors Newsletter is now available to download from the link above (a pdf document). The newsletter introduces our new Image and Website, outlines changes to ISA products and the coming Ethical Inve Read more...

Download as PDF A description of the latest vist to the Quadris sustainable forestry investment, Brazil. Please click on the link to view the document. Read more...

Download as PDF The latest information from Impax on their Environmental Leaders Fund is available from the pdf link with this news article. This contains information on fund holdings and developments in the environmental Read more...

Download as PDFThis article provides an update on one part of the India Project, originally supported by Ethical Investors profit distribution in 2006. The Asha Bhavana project supports Indian street girl children, and is also personally support Read more...

Ethical Equity Muse - AEGON Ethical March 2008 The first quarter of 2008 was volatile by any measure with the FTSE All-Share falling just shy of 10%. Mid-caps fared best, down 5.5%. Industrials and mining performed well over the period, as did some of the financials, including real estate and banks. Telecoms lagged, along with technology and the retailers. The Ethical Equity Fund performed strongly in t Read more...

Rise of ethical consumer to support long-term growth in green investing - Jupiter The upward trend of ethical consumerism will continue to be a key long-term driver of growth, according to Charlie Thomas, manager of the Jupiter Ecology Fund. The Jupiter Ecology Fund, which is celebrating its 20th anniversary in 2008, has benefited from the increased focus on green issues by governments, corporates and – m Read more...

Jupiter Ecology Fund Review Investor sentiment remained fragile in February, with ongoing concern over the US economy and western financials sector hampering returns. The FTSE World Index ended the month largely unchanged, with good performances among emerging markets and parts of Europe countering a further 3% fall in US equities. A surge in commodity and oil prices buoyed stocks operating in these sectors. Read more...

Charlie Thomas, fund manager of the Jupiter Ecology Fund, comments on the European Commission’s Renewable Energy Directive announced last week “The European Commission’s announcement on renewable energy targets is yet another example of the way in which the forces for change are now being driven by an active and ambitious national and international government agenda. This, combined with the consumer and corporate press Read more...

Download as PDFThe latest Ethical Investors Newsletter is now available to download from the link above (a pdf document). The newsletter introduces our new Image and Website, outlines changes to ISA products and the coming Ethical Inve Read more...

Background to 2008 The second half of 2007 had proved to be a difficult period for the stock-market with the onset of the worst credit crisis for decades. Although the market as a whole has proved to be quite resilient, performance of sectors and stocks has become increasingly polarised reflecting likely exposure to the credit related issues. The ramifications of the credit crisis will, no doubt, continue to c Read more...

Leading investment house, Standard Life Investments has announced that the Standard Life ethical funds will no longer invest in airline stocks. This new policy has been adopted as a direct result of feedback received in the Standard Life 2007 annual ethical investor survey in which 30% of respondents stated that they would prefer a complete exclusion of airline stocks from the funds. Julie McDowell, Head of SRI, Standard Life Inve Read more...

Sustainable and responsible portfolios from Henderson Global Investors Sustainable and responsible investing had its birth with investors having ethical concerns about the businesses and practices that their funds invested in. Many people felt that they do not want to profit from the arms trade, tobacco or the pornography industry and sought to avoid companies with involvement in these and other industries. N Read more...

Download as PDFIndia Progress Report We are pleased to report on the work funded by our profit distribution scheme. Read the Read more...