I hope to shed some light on the many different areas of ethical investing; its historical context, what some of the terms mean, the implication for investment risk and return and the universe of investment options now evolving in the UK. This first article outlines what sustainable investing is and puts it into a historical context. The second will cover the different approaches available to investors and how the market is developing.
Our 2019 Harrogate conference is on Wednesday 20th November at Rudding Park. We're excited to reveal the leading fund groups taking part, our speakers and topics for the big debate. It's free to advisers and qualifies for CPD.
In June 2019, Neil Woodford, one of Britain’s most high-profile fund managers, suspended trading on his UK Equity Income fund after an increase in redemption requests.
Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval.
RSMR has been providing rigorous and qualitative investment research and analysis to the advisory community since 2004. Our ratings are a badge of quality, backed by our experience and reputation, and we don't mess around with rankings, we either rate funds or we don't.
RSMR has been providing rigorous and qualitative investment research and analysis to the advisory community since 2004. Our ratings are a badge of quality, backed by our experience and reputation, and we don't mess around with rankings, we either rate funds or we don't.
We've been hosting our conferences since 2014 with such great feedback that we've kept to our original format, well maybe with just the odd tweak!
As I ran through the sweltering summer streets of Bristol yesterday, hauling my luggage and melting in my suit, I admit to harbouring more than a few unprintable words about the extinction rebellion protesters who had blocked the roads and prevented my taxi getting to the train station on time.
RSMR sponsor Silsden AFC, our local team and a progressive charter standard community football club.
Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval.
Here are the new recruits from our June review:
Ken Rayner, CEO of RSMR & Lloyd Harris, fund manager for Merian Global Investors rate the Corporate Bond Fund…
We have worked with Schroders for many years. They are an established and highly reputable global business with a broad range of investments designed to meet the needs of institutions, intermediaries and high net worth individuals. I’m a fan of their business and their conferences and their 2019 offering didn’t disappoint.
The suspension of the Woodford Equity Income fund was announced on the 3rd June, following which we issued a brief research note. Given the continued negative press surrounding this, we thought it would be useful to provide our current views on the fund and the wider Woodford Investment Management business.
The quality of our research is key to our reputation. Robin brings an abundance of skill and experience enhancing our research team and refining our service offering.
Narrowing 4000 investment funds down to 350 rated funds takes a great deal of time, effort, knowledge and experience. We wanted to let you know about funds that have received our rating and so #fundfriday was born.
Registration is now open for the sixth RSMR Conference, Dinner and R Awards, taking place on Wednesday 20th November 2019 at Rudding Park, Harrogate.
At RSMR we’re always looking to grow and to provide the very best to our clients, so we’re expanding our team.
We’re really proud of our Hub!
Getting the right information isn’t easy. Our Hub provides decisive intelligence, information and insight for financial advisers looking to define and perfect their offering. And the best part…it’s free!
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