Good ethics is good business

Good ethics is good business

Financial professionals are familiar with regulatory compliance requirements, including policies on treating customers fairly, anti-money laundering, data protection and anti-bribery. Professional bodies also have codes of conduct. However, following past financial...
Fossil divestment and engagement

Fossil divestment and engagement

Many investors are acutely aware of the risks from global warming [1],[2], including sea-level rise, storm surges, droughts, wildfires, extreme heat and extreme weather events [3],[4], [5]. Consequently, many ethical and sustainably-orientated investors have focused...
P1’s continuing journey on ethical investing

P1’s continuing journey on ethical investing

Following the successful launch of P1 Investment Management’s ethical investing proposition for retail clients in 2017, P1 pledged to several environmental standards to demonstrate our commitment as an ethical wealth manager. We outlined our progress just over a year...
Exploring Value-at-Risk

Exploring Value-at-Risk

Advisers need to be able to assess portfolio and fund risks for their clients.  Market risk is often seen as variability in returns, or volatility, although this has limitations. Value-at-Risk (VaR) addresses losses but needs to be correctly understood to appreciate...