Investors are always on the lookout for a successful fund manager, so there is a vast array of academic research on how to find one. Identifying successful people in active fund management seems easier than in other industries, as there are huge data sets associated with specific fund bosses publicly available; by contrast, there are probably many reasons and people behind the (latest) failure of … Continue reading MoneyWeek: What makes a successful fund manager?
A row of solar panels may still be the image that pops into most people’s minds when they think of sustainable investing. But the socially responsible investment sector is in fact much broader, and it is steadily becoming more mainstream. Two thirds of investors would like their money to support companies that are profitable but also make a positive contribution to society and the environment, … Continue reading Money Observer: Sustainable investing – should you go active or passive?
The young are vocal about climate change, pollution and inequality. Last year, Swedish schoolgirl Greta Thunberg was catapulted to fame when her climate protest sparked an international wave of school strikes. The youngest-ever US congresswoman Alexandria Ocasio-Cortez has been making waves with her Green New Deal. One of the most powerful recent appeals, however, comes from Sir David Attenborough and his documentary series Our Planet. … Continue reading The Times’ Raconteur supplement: Why impact investing isn’t just for millennials
In recent weeks, most of us have been deluged by a flood of emails asking if we’d like to stay in touch with a certain company or charity. That’s because on 25 May, the European Union’s General Data Protection Regulation (GDPR) came into effect. The basic idea is to create one set of rules to modernise data privacy laws across European member states, currently including … Continue reading Money Observer: GDPR – what investors need to know
Following the recent introduction of Morningstar’s carbon risk rating by Morningstar, we reveal how carbon-heavy the most popular investment funds are An increasing number of investors look to environmentally friendlier and more ethical ways of growing their money, and choosing the right funds is part of that process. When choosing a fund, investors can invest in funds that are specifically ‘ethical’ or ‘responsible’. Alternatively, they can … Continue reading Money Observer: How carbon-heavy are the most popular funds?
Among millennials who don’t invest in the stock market one common objection is: ‘It’s too much of an effort for something I’d only get a few hundred quid out of it.’ But is this sentiment justified? To begin with, there are two glaring reasons for why millennials shy away from investing. For one, millennials mistrust financial markets, given that they – or we – came … Continue reading Money Observer: Here’s why it is worth investing small amounts
In September, Barclays announced the launch of the Multi-Impact Growth Fund, the first impact fund to be launched by a major high-street bank. Impact investing aims to invest in companies and funds to generate a measurable and beneficial social or environmental impact alongside a financial return. But does this new fund practise what it preaches? It is encouraging that a mainstream bank has created an … Continue reading Money Observer: Barclays’ impact fund is a first for a bank – but should it be investing in military aircraft?
How do we decide what to buy and how much to save, and how do we experience these financial transactions? For his work in answering questions such as these, the US economist Richard Thaler won the Nobel Prize in economics yesterday (October 9). Thaler, who is a professor at Chicago Booth business school, is best known for co-writing the bestseller ‘Nudge’, which explored how people … Continue reading Money Observer: Three financial lessons from Nobel prize winner Richard Thaler
People who invest in socially responsible funds can easily find out how their portfolios have performed financially, but historically it has been very hard for investors to get clear information on the social and environmental benefits of their funds’ holdings. That is changing with the growth of ‘impact investing’, which aims to generate measurable societal benefits as well as financial returns. To help people assess … Continue reading Money Observer: How to measure the social impact of investments
Some investment funds are managed by a single manager, often with the support of a team of analysts, while others are co-managed by a pair. Co-managers argue that, as no individual can know everything, it’s better to have two managers running a fund. But are two heads really better than one, or do too many cooks spoil the broth? Research in 2010 on investment clubs … Continue reading Money Observer: Active fund managers – are two heads better than one?