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Good Money Week: 3D Star Rating identifies four 5-star investment options from Threadneedle, Triodos, WHEB and Brookfield



Independent SRI Consultancy 3D Investing has developed a philosophy and approach to identify the real heroes of the socially responsible investing world. The approach is fully explored in Blue & Green’s recent Guide to Sustainable Investment. We list the top funds here.

Nothing in this article constitutes a recommendation to buy or sell any investment of any kind. Any investment-related queries should be directed to a fully qualified financial adviser.

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Independent SRI Consultant, John Fleetwood said: “The 3D Star Rating is designed to identify the best and the worst SRI funds.  Four and five star funds are the pick of the bunch – funds that have made a demonstrable social or environmental impact and have delivered on financial expectations. In particular, five star funds have pioneered this whole area of thematic social investment.”

Only four investment options get the coveted five-star rating Threadneedle, Triodos, WHEB and Brookfield. Responding to the news of their 3D Five Star Rating, George Latham, Managing Partner of WHEB Asset Management LLP, said “We are delighted to receive this Five Star rating by 3D Investing.  We firmly believe that our social and environmental themes and integrated analytical approach help us to identify structural growth markets and high quality companies, a core contribution to our investment returns.  3D Investing’s analysis is holistic and recognises our approach for its disciplined investment process with a focus on transparency and impact.”

John Fleetwood, Founder of 3D Investing, says: “WHEB are undoubtedly one of the pioneers of 3D investing and we are delighted to welcome them as one of the first holders of the 3D Five Star Rating.  A five star rating is reserved for the very best and reflects WHEB’s clear commitment, social impact and very high level of transparency.”

3D Star Rating (5 Star)





The four investment options get the coveted 3D Five Star Rating are:

Brookfield Renewable Energy Partners: The Brookfield Renewable Fund supports one of the largest publicly-traded, pure-play renewable power platforms globally. Diversified across 75 river systems and 14 power markets in North America, Latin America and Europe, its portfolio is primarily hydroelectric and totals more than 7,000 megawatts of installed capacity.

Columbia Threadneedle: The Threadneedle UK Social Bond Fund was launched in January 2014 as the first daily liquid fund to offer ordinary people, as well as institutional investors, an opportunity to invest for both a social and financial return. For the first time in the UK, Big Issue Invest and Threadneedle have brought the mainstream into social investment.

Triodos Bank: The Triodos Sustainable Pioneer Fund invests in worldwide equities issued by listed companies that are pioneers in: Climate protection (sustainable energy), Healthy people (medical technology), Clean planet (environmental technology and water), Corporate social responsibility (CSR).

WHEB Group: The FP WHEB Sustainability Fund characteristics: Multi-thematic, global listed equity, Invests exclusively in companies providing solutions to sustainability challenges, Diversified universe of investment opportunities Footprint is active, mid-cap and unconstrained, Targets strong long-term growth and risk-adjusted returns, Investment style is ‘growth at the right price’ (GARP).

Also noteworthy are the 16 3D Four Star Rating options, which includes:

– Impax Environmental Markets Fund

– Impax Environmental Markets PLC

– ishares US Medical Devices

– Jupiter Ecology

– Quilter Cheviot Climate Assets

– John Laing Environmental Assets

– Innergex

– NextEnergy Solar Fund

– Bluefield Solar

– The Renewable Investment Group

– Target Healthcare

– Primary Healthcare Properties

– Foresight Solar

– GCP Infrastructure

– Generation Healthcare REIT

– Greencoat Wind

In accordance with the Financial Services and Markets Act 2000, Blue and Green does not provide regulated investment services of any kind, and is not authorised to do so. Nothing in this article constitutes or should be deemed to constitute advice, recommendation, invitation or inducement to buy, sell, subscribe for or underwrite any investment of any kind. Any specific investment-related queries or concerns should be directed to a fully qualified financial adviser.

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Responsible Energy Investments Could Solve Retirement Funding Crisis




Energy Investments
Shutterstock / By Sergey Nivens |

Retiring baby-boomers are facing a retirement cliff, at the same time as mother nature unleashes her fury with devastating storms tied to the impact of global warming. There could be a unique solution to the challenges associated with climate change – investments in clean energy from retirement funds.

Financial savings play a very important role in everyone’s life and one must start planning for it as soon as possible. It’s shocking how quickly seniors can burn through their nest egg – leaving many wondering, “How long your retirement savings will last?

Let’s take a closer look at how seniors can take baby steps on the path to retiring with dignity, while helping to clean up our environment.

Tip #1: Focus & Determination

Like in other work, it is very important to focus and be determined. If retirement is around the corner, then make sure to start putting some money away for retirement. No one can ever achieve anything without dedication and focus – whether it’s saving the planet, or saving for retirement.

Tip #2: Minimize Spending

One of the most important things that you need to do is to minimize your expenditures. Reducing consumption is good for the planet too!

Tip #3: Visualize Your Goal

You can achieve more if you have a clearly defined goal in life. This about how your money can be used to better the planet – imagine cleaner air, water and a healthier environment to leave to your grandchildren.

Investing in Clean Energy

One of the hottest and most popular industries for investment today is the energy market – the trading of energy commodities. Clean energy commodities are traded alongside dirty energy supplies. You might be surprised to learn that clean energy is becoming much more competitive.

With green biz becoming more popular, it is quickly becoming a powerful tool for diversified retirement investing.

The Future of Green Biz

As far as the future is concerned, energy businesses are going to continue getting bigger and better. There are many leading energy companies in the market that already have very high stock prices, yet people are continuing to investing in them.

Green initiatives are impacting every industry. Go Green campaigns are a PR staple of every modern brand. For the energy-sector in the US, solar energy investments are considered to be the most accessible form of clean energy investment. Though investing in any energy business comes with some risks, the demand for energy isn’t going anywhere.

In conclusion, if you want to start saving for your retirement, then clean energy stocks and commodity trading are some of the best options for wallets and the planet. Investing in clean energy products, like solar power, is a more long-term investment. It’s quite stable and comes with a significant profit margin. And it’s amazing for the planet!

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How to make a sustainable living out of Forex Trading?




sustainable forex trading
Shutterstock Licensed Photo - By Robert Kneschke |

There are two different types of forex trading in general: the profitable one and the not so profitable one. Everyone wants good profits at the end of the day, but unfortunately a good number of traders are burdened with the huge losses at the end of their forex careers. Many newbies run the other way around when they hear about forex trading due to heavy losses in their initial period. Of course, you would have heard about all those success stories, in your friends’ circle or on the internet. However, if you are looking forward to replicate those success stories, you need get yourself ready before that.

In this article, we will discuss the six essential skills that are needed to earn some profits from trading foreign currencies and make a sustainable living out of it.

1. Limit your risk ceiling

When you start with forex, you should try to define limits. Try to create a balanced scorecard that defines your personality with regards to various parameters such as your strengths, weaknesses, behaviors, and ability to take risks. It is essential that you list your financial goals before you start with forex trading.

2. Learn about leverage ratio and account type

When you start, brokers will suggest different forex trading accounts that might take you for a whirl if you aren’t prepared. Each forex trading account has its own pros and cons. It is essential that you engage with your broker to create a mini trading account so that you will be able to warm up on your forex trading skills in a low risk environment.

3. Start small

While starting out, some investors rush to have multiple currency pairs without doing proper research on them beforehand. It is very important have you understand the nature and volatility of a currency before you start trading a pair. Every single foreign currency is like a market onto itself. It is therefore important that you take the time to study about the country before forming pairs to understand the volatility of the currency. By using forex trading platforms such as ETX Capital, you can take informed decisions easily.

4. Learn to control emotions

A forex trader should never take any decisions on the spur of the moment based on emotions and should be as rational as he can. Controlling your impulses is the key to becoming a great forex trader.

5. Automate your processes

I am not suggesting you to rely completely on forex robots and trade copiers, but make use of the latest automation tech to execute transactions faster than ever before. Make use of automation features such as stop loss, price options etc. to make the most out of the exciting opportunities.

6. Keep it simple.

Not everyone can be a genius economist, mathematician and a trader, bundled into one. Forex trading is not a complex subject, you only need to arm yourself with positive thinking, and set yourself clear and realistic goals.


I hope this article was useful for you to learn about the key reasons why online forex trading is a good investment and how you can earn money through it. If you have any doubts with regards to this, let us know through the comments and we will be glad to help you out. If you have any suggestions regarding how we can improve the article, let us know them through the comments as well for us to improve.

Though it’s a reliable source of income, you will have to educate yourself properly before you start investing. It is important that you take the time to understand why things are the way they are before you jump all in and start making your first big bucks. All the best for your future ventures and keep coming for more interesting and useful articles.

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