New, useful SRI materials, for advisers – from RobecoSAM, Parmenion & Friends’

Having had one or two issues with technology recently I am going to entirely borrow today’s content from third parties.  My knowledge of Wifi may have expanded but my self-generated content has not …    The following are links to useful support materials that I have either simply come across or been involved in.

Although these are very different each is potentially incredibly useful for advisers with an interest in this area, or with clients who are interested in sustainable & responsible investment.  Enjoy!

  1. A great 1.45 minute Youtube video introduction to ‘Sustainable Investment’ courtesy of SRI specialists RobecoSAM.  This is a light hearted introduction to this market, which could work equally well for both advisers and clients.
  2. New portfolio selector / fact find questionnaire from discretionary fund manager & platform provider Parmenion.  This is a useful pdf that helps advisers and their clients to understand and select from the four PIM ethical options.
  3. The new Friends Life Stewardship policy wording and support material – that sets out what the 200k or so Friends Stewardship investors now own.

 

 

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