Progressive investing | Connor Broadley

Progressive investing

At Connor Broadley, we aim to provide not only the best possible investment solutions for our clients, but also to

identify new opportunities.

Back in 2013 we saw the early signs of growth in funds that were invested with more of a focus on environmental goals, and at that time, we set up our first portfolio to reflect this trend.
Since then, there has been an incredible proliferation of available funds in this space, with as many names to match – ethical, green and sustainable to name but a few.

However, we feel these terms exclude two other important elements of investing responsibly – social and governance. How companies interact with society, their communities, and their workforce, and how they are governed in terms of transparency, diversity and structure, are as important as their interaction with the physical environment. We believe a better and all-encompassing term that embraces all three of these elements is ‘progressive investing’.

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In Q2 2021, 81% of fund flows in Europe were into funds with an ESG or ‘Progressive’ mandate.

The number of progressive funds is increasing dramatically:

766 in 2013
1,879 in 2020

In Q2 2021, 81% of fund flows in Europe were into funds with an ESG or ‘Progressive’ mandate.

The number of progressive funds is increasing dramatically:

766 in 2013
1,879 in 2020

Progressive investing recognises that consumers, investors, and governments are increasingly demanding that businesses work to reduce their impact on the

environment, accept their broader responsibilities to society and run their business in a well governed and diverse manner.

Those that are succeeding in these areas are better prepared for the future, but this is just the start of a journey, one whose progress we are carefully monitoring.

We now offer solutions for investing progressively to all our clients. Solutions that provide both the opportunity to "do good" and that make financial sense.

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Watch a video about our approach to Progressive investing here

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