155. Helping fund managers make better investments

Kate Elliot, head of ethical, sustainable and impact research at Rathbone Greenbank, explains what her team does and how it helps Rathbone fund managers make the best sustainable investments. She tells us how ethical investing has evolved over time, why greenwashing is a challenge. She also gives examples of when a company may be vetoed or when engagement can become necessary. Finally, she tells us why biodiversity is a growing area of interest.
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Rathbone Greenbank is the specialist ethical and sustainable investing division of Rathbones. It was formally established in 2004 and provides bespoke investment portfolios for private clients, individuals and trusts. Its research team analyses companies and looks to identify ESG risks and sustainability opportunities. It works very closely with Rathbone’s funds – including Elite Rated Rathbone Ethical Bond and Rathbone Greenbank Global Sustainability.

Read more about Rathbone Ethical Bond and Rathbone Greenbank Global Sustainability

What’s covered in this podcast:

  • What Greenbank is and what it does [0:12]
  • How ethical investing has changed over time [1:32]
  • How sustainability is reported [2:33]
  • How Greenbank helps fund managers invest [3:49]
  • Examples of companies that may be vetoed and when engagement is necessary [5:51]
  • Why greenwashing is a big challenge for the team [7:31]
  • Other challenges linked to sustainable investing [8:43]
  • Why biodiversity is a growing area of interest [10:06]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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