ESG Accord releases ground-breaking deep-dive industry report for tax efficient investment vehicles

by | Dec 14, 2022

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ESG Accord has released its ground-breaking, deep-dive industry report looking at how Tax Efficient Vehicles
manage ESG, sustainability and climate related factors.

The FCA has signalled a “paradigm shift in its expectations” with the incoming Consumer Duty. The Duty impacts every advisory firm and the advice they are expected to provide to their clients. Research undertaken by the FCA has shown that 80% of investors want their investments to “do some good”*. This means that advisers need to build appropriate questions into their advice process. ESG Accord believes this can be done by using the full spectrum of capital.

The new industry report by ESG Accord is free to all financial advisers and gives them access to a growing database of fund managers in the Tax Efficient sector, with a detailed analysis on what each fund is doing. It also offers the facility to compare providers. ESG accord says that it is not about forcing clients to go green, it is about helping advisers to match the most appropriate Tax Efficient Vehicle to each client’s investment objectives and preferences.

The ESG and sustainable investment world is new for many advisers. This report allows advisers to analyse the market with confidence and to make fund selections that meet each client’s objectives.


Lee Coates OBE (pictured), ESG Accord Co-Founder & Director, explains that; “Our Tax Efficient Vehicles Deep Dive Report provides a single resource for advisers seeking to understand how providers build ESG and Sustainability factors into their investment process. We asked Tax Efficient Vehicles providers a very broad range of questions about their processes, drawing out information on how far ESG and Sustainability is built into their investee company due diligence, ongoing management, exit planning and valuation processes.”

Elly Dowding ESG Accord Co-Founder & Director says; “We believe advisers, on behalf of their clients, will increasingly expect these risks to be managed by fund providers. This isn’t about everyone going “green”, although many Tax Efficient Vehicles provide excellent opportunities for directing the flow of capital towards innovation, technology and development for the low carbon economy and biodiversity etc. It is about understanding and managing risk. Essential elements of the due diligence and advice process!”

The Foreword to the report was written by Christiana Stewart-Lockhart, Director General at EISA. In it she says ”I welcome this report and the important work that ESG Accord is doing in providing the tools to ensure that advisors and consumers are able to make informed choices and to ensure their preference and priorities are met. Clarity on what their money is being invested in and how it is making a difference is hugely important for transparency and trust within the EIS and SEIS ecosystem and I congratulate ESG Accord on their Deep Dive into this space.”


ESG Accord is able to offer the Report database on a free to access basis thanks to the generous support of sponsors.

Please view the sponsors here:

Financial Advisers can register for FREE access to the Report database using this link


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