Today, there are many approaches seeking to bring personal values to bear on financial decisions.
Today, there are all sorts of technical terms for investment approaches that seek to bring personal values to bear on financial decisions. For example, ethical investing, responsible investing and environmental, social and governance (ESG) investing. The longest standing such term is perhaps ‘ethical investment’.
When did ethical investing start?
Dating back to the nineteenth century, the roots of ethical investment can be found among religious movements including the Quakers and Methodists, whose concerns included issues such as temperance and fair employment conditions.
A hundred years ago - the start of ethical investing?
Ethical investing and the Vietnam War
Ethical investment in the UK
The history of ethical investment in the UK goes back to the late 1960s and early 1970s, when a number of groups were exploring the possibilities for this type of investment fund.
Methodist Church
Apartheid
Friends' Provident & The Quakers
Ethical Investment into the twentieth century
We're proud to be an award-winning ethical financial advice and investment business
Find out more about sustainable investment and how we evidence our approach to sustainability
What is ethical investing?
Here we cover a few frequently asked questions about ethical investment and what ethical investing is.
What is ethical investing?
What are some of the advantages of ethical investing?
What is ESG investing?
What are some examples of ethical investments?
What is responsible investing?
Positive Investment Themes to make a difference
Our stock stories demonstrate how our authentic sustainable approach works in practice.
Learn more about some of the typical holdings in our funds and see which of our sustainable themes investments contribute to.
Download a copy of the latest Annual Stewardship Report
Please download the latest Annual Stewardship Report using the link below.
This includes details of our Thoughtful Investment Approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.
Ten reasons why ethical investing is important
1. Avoiding harmful industries
2. Supporting green technology
3. Energy efficiency and cost savings
4. Using earth’s resources wisely
5. Helping charities
6. Opposing excessive pay
7. Fighting discrimination
8. Re-shaping irresponsible businesses
9. Holding other organisations to account
10. Collective action
We're proud affiliates of a range of worthy organisations
A bit about Castlefield
In this video Founder John Eckersley introduces Castlefield and explains about our purpose and how we help clients (and our team) to achieve their personal goals.
He also explains the core values, present throughout Castlefield, and why we're known as the Thoughtful Investor ®.
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We recently submitted a short response to the FCA’s consultation on extending the SDR scheme to portfolio management. Here we publish our full response for transparency.
May 27/05/2024
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Castlefield joins Financial Vulnerability Taskforce Charter
Castlefield has pledged support to the Financial Vulnerability Taskforce Charter to promote greater understanding in respect of consumer vulnerability.
May 22/05/2024
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Castlefield in the news – Spring 2024
This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in since the start of 2024
Apr 30/04/2024
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Latest Annual Stewardship Report Launched
We're delighted to announce the launch of the latest Annual Stewardship Report for 2023.
