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Ethical investors demand more data

Jupiter says investors in socially responsible funds want more detailed information on where their money is invested.

A survey by the fund firm of 1,427 of its ethical investors shows that 90 per cent want greater transparency and information on how investment decisions are made and where money is placed.

Ninety-five per cent of investors want to know what environmental, social and ethical criteria are applied to their investments and how comp-anies are researched to assess whether they meet the criteria.

Jupiter has three socially responsible funds – the ecology and environmental opportunities unit trusts and global green investment trust. Each provides detailed information on its investments through biannual environmental research bulletins and booklets on the research process.

Jupiter contributes research to the European Sustainable and Responsible Investment Forum, which will issue transparency guidelines for retail SRI funds this summer. The guidelines aim to make SRI funds more accountable to individual customers.

Jupiter head of SRI Emma Howard Boyd says: “We were greatly encouraged by the response to our survey as our investors confirmed that they value the detailed information we provide. Jupiter has been involved with Eurosif since its inception in 2001 and is optimistic that its transparency guidelines, while voluntary, will promote the many examples of best practice already evident within the SRI sector.”


Property price rises showing slowdown

Nationwide says property prices in the first quarter of this year rose at a slower pace than in the final quarter of last year.The increase of 3.9 per cent in Q1 was a marked decline on the 6.7 per cent rise in Q4 last year.However, Nationwide is maintaining its forecast for the year of 10 […]

Callum McCarthy

Last month was not the first time that Callum McCarthy has seen his name splashed across the nationals with an unofficial announcement that he was to become the head of a UK regulator. His ascension to the top job at energy watchdog Ofgem in late September 1998 had already been leaked to the press by […]

Allianz Dresdner takes conservative approach to bond fund

Allianz Dresdner Asset Management has established the high income bond, an Oeic that will be managed by its sister company, Pimco. The fund has an estimated target yield of 5 per cent a year and will invest in a mixture of high-yield and investment-grade corporate bonds, mainly in the UK. However, up to 30 per […]

Neptune joins Skandia fund platform

Neptune, the fund management company previously known as Orbitex, has joined Skandia&#39s multi-manager platform.Neptune&#39s market leading balanced and UK equity funds are now available to Skandia&#39s MultiBond, MultPension, MultIsa, MultiPep and MultiFund investors.Skandia investment marketing manager Ian Thomas says: “Since its launch May 2002 Neptune has quickly built itself an excellent reputation in the industry. […]

Powerful estate planning tools ignored or forgotten by wealthy Brits

Canada Life IHT Survey 2016 Only a quarter of wealthy Brits have sought professional estate planning advice to ensure their families don’t pay more tax than required More than a quarter don’t even have a will and just one in five have gifted money Many say they do not need these tools but families would […]


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