It provides practical information on how advisers can engage with clients on green and ethical investment options during NEIW, taking place from 7-13 November. NEIW is coordinated by UKSIF, the sustainable investment and finance association. NEIW is also supported by the Association of Independent Financial Advisers (AIFA) and the Personal Finance Society (PFS).
Penny Shepherd, UKSIF Chief Executive, said:
"BP's recent crisis in the Gulf of Mexico has shown graphically how financial performance and social and environmental factors can be closely linked. Research commissioned for NEIW has also found that half of investors are interested in making money and making a difference through their saving and investment decisions, as long as they can do both at the same time.
"Green and ethical investing is no longer just a minority concern. This increasing interest from clients, and potential clients, presents a real business opportunity for the adviser profession. NEIW is a good time for advisers to explore both client interest and financial opportunities from the green investment revolution."
The ‘Action Guide for Financial Advisers' is sponsored by Henderson Global Investors as part of NEIW 2010 which is sponsored by The Co-operative Financial Services and Ecclesiastical Investment Management.
The Guide covers:
- Simple ways for advisers to participate in NEIW to maximise the benefits to their business
- ‘Useful facts and figures' to help advisers in discussions with clients and community groups or drafting newsletters and other materials.
- Information and resources to help advisers with advising on green and ethical investments
