PWS was recently asked by the Department for International Development (DFID), to take part in the National Conversation survey for Investing in a Better World (report on UK Customer Demand for Sustainable Finance).
The National Conversation has taken place across the UK, asking people what they want from their Investments. It also asked if they would be interested in investing in companies and projects which contribute to the United Nations 17 Sustainable Development Goals (SDG’s).
The report shows that over half of the people taken part said they would save more if they knew this had a positive impact on the world, but only 13% of people already invest in a sustainable manner. (You can download the full DFID report below).
In August 2016 PWS launched the groundbreaking Positive Pennine Portfolios. These portfolios have been designed for impact investments with the combination of sustainability and performance as their core objective.
Following the launch of the Positive Pennine portfolios, we decided to carry out our own sustainable investing survey. Three experienced Independent Financial Advisers took part and sent the survey out to their clients. Below is brief review of the survey results:-
- 167 clients surveyed with 72 responding (43.1%)
- Age range 33-81 with the average being 60.8 years
- 40 males and 32 females make up the 72 responders
- 54 of the 72 responders wanted to invest positively in future, and many NOW
- Investors really are concerned about ESG issues (Environmental, Social, Governance)
The information from both studies shows that there is an interest and demand for sustainable finance and investment opportunities.
DFID are now looking to follow-up on the UK’s Voluntary National Review process and next steps. If you took part in the review and would like to be involved in the next steps you can find all the information you need here
If sustainable investing is something you are interested in please note that the Positive Pennine Portfolios are only accessible via a Financial Adviser. If you are a Financial Adviser and would like more information about the range of portfolios, please contact Sean Fisher on 07583 241668 or
Download the full DFID report here
Investors should remember that the value of investments, and the income from them, can go down as well as up. Investors may not recover what they invest. Past performance is no guarantee of future results. Any mention of specific security should not be interpreted as a solicitation to buy or sell specific security.
Positive Pennine is a trading style of Pennine Wealth Solutions LLP, which is authorised and regulated by the Financial Conduct Authority and is only available through authorised Financial Advisers.