Features

Ecclesiastical, Friends Provident, Kames, Jupiter and Alliance Trust top adviser choice for SRI

Published

10 years ago

March 27, 2015

Simon Leadbetter

The fifth annual Voice of the Adviser survey gathered responses from over 200 financial advisers, on the state of their industry, sustainable investment and the economy. 2014 saw strong growth with promising signs for 2015. Today we look at the sustainable, responsible and ethical investment fund providers.

We asked all financial advisers which ethical fund providers they use most often. The top five funds of this type used by financial advisers are Ecclesiastical (45%), Friends Provident (43%), Kames (40%), Jupiter (39%) and Alliance Trust (27%).

Amongst EIA members (the adviser body for ethical investment specialists), Ecclesiastical (80%), Jupiter (80%), Kames (70%) and Pictet (70%). Alliance Trust, F&C, Friends Provident and Standard Life all enjoyed support from 60%. First State, Rathbone, Royal London and WHEB all gained the support of 50%.

To receive a copy of the full report please register for our newsletter here if you are an investor or here if you are an adviser.

If you’re looking for sustainable investment options why not refer to our 2014 Guide. If you’re looking for financial advice why not refer to our 2013 Guide to Sustainable Investment and our 2013 directory of sustainable funds.

Photo: Ken Teegardin

Simon Leadbetter is the founder and publisher of Blue & Green Tomorrow. He has held senior roles at Northcliffe, The Daily Telegraph, Santander, Barclaycard, AXA, Prudential and Fidelity. In 2004, he founded a marketing agency that worked amongst others with The Guardian, Vodafone, E.On and Liverpool Victoria. He sold this agency in 2006 and as Chief Marketing Officer for two VC-backed start-ups launched the online platform Cleantech Intelligence (which underpinned the The Guardian’s Cleantech 100) and StrategyEye Cleantech. Most recently, he was Marketing Director of Emap, the UK’s largest B2B publisher, and the founder of Blue & Green Communications Limited.