Who is this box set for?
Both new and existing investors who are considering their investment options and where to invest their money. This box set is designed to help investors make informed decisions and spark conversations with their adviser.
About this box set:
The Sustainable Investing box set helps viewers understand the different approaches to investing, including conventional, sustainable, and values based investing. In under 10 minutes, viewers will learn about ESG factors, the FCA’s sustainability labels, and how to align their investments with their personal values.
It provides a clear and concise overview of sustainable investing, making it accessible to investors of different levels of experience. It helps viewers think about making informed investment decisions aligned with their financial goals and values.
Chapter Breakdown:
1. Introduction - 2 min
This chapter introduces viewers to the concept of different investment approaches. It explains the basics of conventional investing, sustainable investing, and values based investing. It highlights the importance of considering personal values and ethical beliefs when making investment decisions. The chapter also provides a brief overview of ESG factors and sustainability labels, which are explored in more detail in subsequent chapters.
2. Conventional and ESG investing - 3 min
This chapter explores the concept of ESG (Environmental, Social, and Governance) factors. It breaks down each element of ESG, providing real world examples of how companies can positively or negatively impact the environment and society. The chapter also discusses the importance of strong governance practices in ensuring a company's long term sustainability.
3. Sustainable investment labels - 2 min
This chapter delves into the different sustainability labels introduced by the FCA. It explains the specific characteristics of Improver, Focus, Impact, and Mixed Goals funds. The chapter provides real world examples of investments that fall under each label, helping viewers understand the potential impact of their investment choices.
4. Values based investment - 1 min
This chapter explores the concept of values based investing, highlighting how personal values and beliefs can influence investment decisions. It explains the difference between positive and negative screening and provides examples of each. The chapter emphasises the importance of aligning investment choices with personal ethics and values.
5. Summary - 1 min
This final chapter summarises the key points in the box set. It stresses the importance of seeking professional advice to tailor investment strategies to the viewers individual needs and risk tolerance.
