admin 
Women are more likely to access their retirement savings earlier than men despite having savings half the size of men at a similar age, research by Phoenix Insights has found. In a survey of 2,500 adults over 45 who are not yet retired, the think tank discovered four in 10 (40%) women over 45 plan … Read more
UK retail investors’ exposure to sustainable funds has steadily increased since 2020, according to data from interactive investor, despite the upturn remaining volatile over shorter-term time frames. In 2023 to the end of August, retail investors have allocated 2.4% of their overall portfolios to sustainable investments, compared to 2.2% in 2022, 2% in 2021 and … Read more
The need for urgent and significant action to combat climate change has fuelled worldwide demand for investments focused on decarbonisation. Real estate is responsible for almost 40% of global final energy carbon emissions, so is a key sector to meet the goals of the Paris Agreement. There are several key reasons that property decarbonisation could … Read more
The Financial Conduct Authority (FCA) is on track to publish the final rules for its Sustainability Disclosure Requirements (SDR) after long delays. Speaking at a Good Money Week (GMW) event run by SRI Services on 5 October, manager of ESG policy and advisory team at the FCA Sara Woodroffe, said the UK regulator was grateful … Read more
Aviva has hired Phoenix Group’s Leah Ramoutar as its environmental sustainability director, bringing over 20 years of experience to the role. Ramoutar has worked at Phoenix Group for more than 14 years, building her way from corporate finance manager to head of climate and nature risk. She previously held roles at Rianta Capital, European Capital … Read more
In recent years, ESG investing has taken centre stage in the world of finance. It seemed like many financial advisers and fund distributors were eager to tout their commitment to responsible and sustainable investment. However, as time has passed, it could be argued that the landscape of ESG investing appears to be shifting. Some are … Read more
The UK government should look at setting up a regulatory or advisory body to monitor firms’ adherence with the green taxonomy, according to recommendations in the final paper from the Green Technical Advisory Group (GTAG). Published in the final ahead of the taxonomy’s release, the final paper urges the government to consider governance arrangements and … Read more
Opportunities arising from the energy transition haven’t gone unnoticed by investors. Demand for funds investing in the clean energy space have increased tremendously in recent years. Morningstar groups these kinds of funds in the equity alternative energy category, and for years, total assets under management hovered between €3bn (£2.6bn) and €5bn. In 2020, investors suddenly … Read more
Bridges Fund Management, the specialist private market firm, has appointed Henry Jones as partner and head of value creation. Jones will lead Bridges‘ impact-integrated value creation function, working across the firm’s portfolio of operating companies. The firm said in a statement Jones (pictured) is an “experienced business builder and has a tracked record of driving … Read more
ESG Clarity adapts index to bring in additional sustainability elements, altering top 25 funds In the three years we have been running the Responsible Ratings index (RRI) a lot has changed. What constitutes an ESG fund, as well as investor preferences for sustainability criteria, has adapted and most investors are now looking for more than … Read more