1. Think about your needs and ethical concerns.
When considering ethical or green investing, you first need to know what is important to you. Are there industries you wish to avoid when investing? Are you looking for high levels of risk? Are there specific industries that you want to invest in? Think about these key questions, and discuss them with your financial advisor if you want to go down the ethical or green investment route.
2. Understand the different kinds of investment funds
Do you want a 'green', 'ethical', ' responsible', 'sustainable', or 'environmental' fund? Do you want a fund that’s actively or passively managed? A financial advisor who specialises in this type of investing can help you understand what these mean, and decide which style is best for you. You can learn more about these using our explanatory articles in the knowledge section.
3. Use the Worldwise Fund Library to compare ethical and green investment funds
Once registered with Worldwise Investor, you can use the Worldwise Fund Library to compare 137 investment funds, many of which have ethical screens or are environmentally focused. We also have thematic funds such as Forestry or Water. On the fund library you can see the type of fund and its past performance, and can filter for ethical screens or for certain themes. When you click on the fund, the fund view page appears, showing the fund summary, objectives and other important information about the fund. This is a powerful tool to compare investment funds in the ethical, environmental and thematic space.
4. Get financial advice
If ethical or environmental investment is something that interests you, there are financial advisors that specialise in these areas. An IFA can offer advice on which investment funds to use, and can help you with the transactions to invest in them. You can find a list of IFAs on the Ethical Investor Association website.
5. Receive Worldwise Investor Alerts
When registered with Worldwise Investor, you can favourite particular green or ethical investment themes that interest you such as water, forestry, carbon, agriculture etc or individual funds in 'myworldwise'. You will then receive news alerts relating to your favourtied themes and funds. These alerts will keep you up to date with your funds and the industries they are invested in.
Find out more, read the full Guide to Ethical and Green Investing