3D Investing

Info:  Ethical Money aims to inspire both individual investors and financial intermediaries to make their extra-financial values a key component of their investment planning. To this end, we research, develop and promote values-driven investments - that is, investments that offer an attractive financial return, coupled with a high social or environmental impact. We also provide cost-effective research and marketing assistance to institutions wishing to develop values-led investment services, and on a bespoke basis for private clients. Ethical Money is built on the experience of its founder, John Fleetwood, who is personally committed to investments that 'make a difference', having worked in the industry since 1991, as a financial adviser, researcher and fund developer.

Barchester Green Ltd

Info:  As an Ethical Investment Company, Barchester Green is an independent financial adviser (IFA) with a difference. In addition to advising you on what plans and policies you need to put in place and then which companies can provide you with the most suitable ones, they also ask you about your personal values. These can be environmental, social, ethical, moral or religious in nature. Then they make sure that, as far as possible, any ethical investment funds they recommend do not offend your values and, hopefully, actually promote them.

They specialise in ethical investing, ethical investment funds, ethical investment advice, and green investments.

Bridges Ventures

Info:  Is a privately owned fund management company with a social mission. It is a founding principle of their company that all the funds that they raise will set out to achieve a clear social purpose as well as aiming to achieve financial returns for investors.

Equity Invest Ltd

Info:  Their mission at Equity Invest is to encourage those with substantial resources to invest their money intelligently, in a way that positively impacts the global community.

Ethical Banking UK

Info:  Gives financial advice of an ethical nature.

Ethical Futures

Info:  As you would expect from their name, they are an ethical bunch there at Ethical Futures. That is why they have adopted an ethical policy for the way they work. They want to make sure that their people, their customers and the companies they do business with, all understand what they believe in. To make it easy, they thought they would write it all down and publish it on this web site, so everyone has access to it.

Ethical Investment Co-operative

Info:  Established as a co-operative, they are a democratically run organisation which draws advisers from across the country to share experience, skills and resources to help promote ethical investment in the UK. The advisers in the co-op have extensive experience in all aspects of financial planning, especially ethical investment. Their clients range from concerned individuals to charities, trade unions, small businesses and NGO's.

They pride ourselves on providing clients with quality ethical, financial planning advice. In further recognition of their role in ethical investment advice, they have been appointed financial advisers to the Supporters of Amnesty International.

Ethical Investment Research Service

Info:  The EIRIS Foundation is a charity that supports ethical investment. It researches the social and ethical aspects of companies and provides other charities with information and advice to enable them to choose investments which do not conflict with their work. The Foundation funds specific projects to achieve these charitable aims. EIRIS Ltd is the Foundation’s subsidiary – it helps to deliver the charitable aims and provides information services to investors.

Ethical Investments

Info:  There are three main strategies:

Negative Screening - excluding companies from a portfolio, which do not meet the fund’s criteria.

Positive Screening - actively seeking out companies with positive social & environmental characteristics.

Engagement - lobbying companies on social & environmental issues in order to encourage improvement in corporate behaviour.

Although there are no universally accepted criteria or thresholds of acceptance, common negative screens are, amongst others, Tobacco, Alcohol, Gambling, Armaments / Military Involvement, Environmental Damage, Animal Testing, Genetic Modification, Human Rights Abuses.

Ethical Investors

Info:  Ethical Investors was founded in 1989, to provide a holistic financial planning service to all those who wished to place their personal values alongside their financial arrangements. The ethos of the company is ethical, but this is not solely restricted to ethical investment advice or their unique profit distribution. It extends to the way in which they are remunerated and their relationship with clients, staff, product providers and regulators.

Ethical Property

Info:  The Ethical Property company work to strengthen the social change sector by supporting organisations and individuals making a significant contribution to the development of a sustainable environmental and a more just and equitable society. 

We support innovative and progressive organisations working for social change by taking care of their property needs.  We own and run 15 centres as focal points of social change, and organisations in our centres benefit from favourable rents, flexible and sympathetic management and facilities designed to meet their needs.   Organisations also become part of a working community where they can exchange skills and ideas under one roof.  We also offer property management and IT services on a contract basis. 

The Ethical Property Company offers individuals and institutions the chance to make a uniquely ethical investment.  The Company’s investors gain the security of a property based investment as well as one that achieves lasting social change.  The company has paid an annual dividend for the last ten years – three pence per share between 2000 and 2004 rising to 3.25 pence in 2005 and thereafter.  For more information on investing with The Ethical Property, or to request a prospectus, please contact invest@ethicalproperty.co.uk