Responsible investing has become a focus area in the investment industry, but greenwashing is rife and the sales pitch is strong, so what really matters? Research IP helps many of our consulting clients navigate the maze, but no one client is the same. For more context, our research paper, Beneath the Surface of Responsible Investing, takes a deeper look at the investment merits of different managed fund approaches applied in New Zealand, Australia, the United States, and Europe. 

We bring you the RIPPL Sluice to provide examples of responsible investment in action every month. 

Exploring ESG: A deep dive into the ethical advice space

Ethical versus ESG. Jonathan Shead, head of investments, Australia at State Street Global Advisors, describes the difference as “value versus values”. “’Ethical’ has an implication of right and wrong, of morality, and that’s what we refer internally to as your values,” he says. “‘Value’, on the other hand, is a financial idea — make better returns, and maybe reduce risk. They’re not mutually exclusive concepts, there’s actually huge overlap between the two.”

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UN highlights urgent need to advance climate solutions and development simultaneously

The UN’s International Panel on Climate Change (IPCC) synthesis report distills almost a decade of the latest climate science into an urgent, systemic call to action — imploring us to mobilize resources to tackle climate change and poverty at the same time if we are to ensure a just and sustainable future.

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ExxonMobil, Shell, and systemic risk – prisoners of their assets?

Major oil and gas companies still have choices about how to minimise the risk of having stranded assets, for now.

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Research IP delivers high quality investment fund research and consultancy services to financial advisers, charities & NFPs and the broader financial services industry. Our experience spans well over 20 years working directly across the multiple facets of finance, so we understand the key drivers and challenges for managers, as well as the impact for investors and the broader industry.

We strive to give you the best information, so you can help your clients make better decisions, and feel more confident about doing business with you. We believe that not only can everybody win, everybody should.

Reach out to us today about your research and consulting needs, and how to make the data work for you, and your clients.

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Photo credits: InvestorDaily, State Street Global Advisors SPDR, Project Drawdown, Carbon Tracker

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While every care has been taken in the preparation of this information, Research IP makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This blog post has been prepared for the purpose of providing general information, it is not personal financial advice and should not be relied upon as a substitute for detailed advice from your authorised financial adviser. You should, before making any investment decisions, consider the appropriateness of the information in this email, and seek professional advice, having regard to your objectives, financial situation and needs.

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