How best to invest responsibly?

October saw the launch of a new Responsible Investing sector on FundCalibre and we asked visitors to our website, which process was best for funds in this area: negative screening, positive screening or a combination of both?

More than half (55%) responded that a combination of both would be best, about a quarter preferred positive screening alone and just 8% thought negative screening alone was the optimum. 13% were unsure.

*Based on feedback from 66 FundCalibre visitors from 02/10/15 – 31/10/15


The views of the author and any people interviewed are their own and do not constitute financial advice. 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. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.