We enable advisers to identify ethical, ESG and impact driven investment funds that meet clients’ investment criteria, via our intuitive and accessible Funds Portal

Manage suitability for sustainable and responsible clients

Free for advisors, the database covers retail funds with a responsible investment policy, whether ethical, ESG or impact focused. Our innovative rating system enables IFAs to cut through greenwash and to determine a fund's aims and approach.

For discretionary clients, we can team with the investment manager to screen companies to the client’s criteria, including guidance on the selection of criteria and biannual reporting on which companies are approved and excluded.

Learn about the Funds Portal

We can help you to:

  • Select funds based on client chosen criteria
  • Analyse the quality of the policy and aims of each fund
  • Provide a responsible investment service to your clients
  • Communicate more confidently with your clients on sustainable investment matters

 

 

 

 

 

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Companies Portal

Our Companies Portal provides detailed research on a wide range of ethical issues; ESG data; and sustainability assessments, including analysis of contributions to the UN Sustainable Development Goals.

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Funds Portal

Our database covers retail funds with a responsible investment policy, whether ethical, ESG or impact focused. Our innovative rating system enables IFAs to cut through greenwashing and to determine a fund's aims and approach.

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Bespoke Services

Our experience enables us to understand and appreciate the nuances of responsible investment research and that one approach does not fit every client requirement. Therefore, we can offer bespoke services tailored to your needs.

 

 

 

If you are a financial advisor whose clients have concerns about where their money is invested, register to use our database of ethically screened and positive-themed funds, or get in touch to find out what we can do for you and your clients.


 

 

 

 

Our Ethical Funds Portal is developed with the support of:

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