We launched the SRI rating in 2012 – the first of its kind in the UK – and we’ve been very active in the socially responsible area of our industry ever since. We’ve grown our rated list and expanded our range to meet the increasing demand from advisers for solutions across differing risk categories.
The number of times we have seen journalists and economists try to extrapolate data to determine which letter of the alphabet typifies the shape of the recovery over the last few months has multiplied as the economy has changed. We started with a V shaped recovery, moved to a U, then a Nike swoosh and the latest is a K shaped recovery with many variations in between.
Our reputation is built on our fund rating process and methodology. All the funds on our rated fund list have been put through the full screening process and create the universe from which we select funds for use in our portfolios, including the new Active 2-10 Managed Portfolio Service range.
Has working from home changed us all for the better?
The biscuit tin has taken a serious hit, my Playstation scores have reached an all-time high and my alcohol consumption has definately increased. On the plus-side, the dog is delighted, my house is tidier and the bookcase is now populated with the most intelligent sounding books. Appearances are everything on Zoom calls!
As the extraordinary measures introduced by central banks in the wake of the Global Financial Crisis have created downward structural pressure on traditional sources of income, the challenges facing income investors have steadily grown over the past decade.
