Talking Point  

Guide to sustainable equity funds and investing

  • Describe how sustainable funds have performed over the years
  • Identify ways in which greenwashing and greehushing is being addressed
  • Explain role of sustainable funds in a portfolio
CPD
Approx.60min
Guide to sustainable equity funds and investing
(Suzy Hazelwood/Pexels/FTA Montage)

Introduction

As sustainable equity funds have evolved over the years, with the industry becoming larger and more mature, so too has their role in a portfolio.

Despite having had a mixed performance over the years, according to investment experts they can offer a portfolio further diversification.

Regulatory developments, while aimed at tackling greenwashing and 'greenhushing', is also expected to help consumers understand how these sorts of funds work.

This guide is worth an indicative 60 minutes of CPD.

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Why have renewable energy companies suffered performance challenges?

  2. Why does Philippa Douglas say that just using artificial intelligence to tackle greenwashing is not a silver bullet?

  3. Which of the following is the ODD one out for the factors investors care most about when investing in sustainable funds, according to David Harrison?

  4. True or false? Holly MacKay says the consumer-focused sustainability labels will be enough to help clients understand what they need to about ESG funds.

  5. How do sustainable funds focused on inclusions and positive criteria work?

  6. According to Deidre Cooper, when trying to build portfolios, what can help create sustainable funds to complement more traditional equity approaches?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe how sustainable funds have performed over the years
  • Identify ways in which greenwashing and greehushing is being addressed
  • Explain role of sustainable funds in a portfolio

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