Kim Pattison
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How does this Invesco ESG ETF work?
Rather than a typical one dimensional ‘ESG Screened’, ‘SRI’ or ‘Sustainable’ exclusion screen, the Invesco GBP Corporate Bond ESG UCITS ETF uses…
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What key estate planning themes can we expect in the years ahead?
For professional advisers and paraplanners only. Watch the final episode of The Octopus Online Show available on demand, to get useful tips,…
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WEBINAR – A Year in Review 2020 – Mercia’s portfolio perspective
Advisers, paraplanners and investment managers are invited to join the Mercia Webinar taking place on Tuesday, Dec 15 at 02:00 PM. It’s…
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Helping your clients to buy a funeral plan
It’s inevitable that we all hit a certain age, whatever age that may be, when we start to think about our plans…
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How many of your clients match these institutional stats?
In a recent survey of institutional investors, Invesco discovered 26% of clients assets were in ESG investments, and that 21% of those…
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Are you ready to meet the challenges of investing in an era of sustainability?
Rarely have we seen such a fundamental shift in patterns of investing as we have in the drive towards investing sustainably in…
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Upcoming event: Estate planning in 2021 and beyond
Taking place tomorrow at 10am, including 1 hour of CPD. This estate planning event from Octopus, looks at key estate planning themes…
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Regulation and the funeral plan market
In March of this year the Treasury announced that pre-paid funeral plans would be subject to regulation by the Financial Conduct Authority…
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Invesco announce ESG alternative for Fixed Income ETF – an ESG solution for your clients?
Environmental, Social, and Governance (ESG) investing continues to grow, with passive ESG ETF’s recording its highest growth rate in net new assets…
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Impact investing at M&G
This short animation explains how impact investing can deliver the best of both worlds to investors – by investing in companies that…

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