In the past Holden & Partners wrote and published annual Guides to Climate Change, which showed the latest thinking and information around green and ethical investment. Whilst investors found the guides useful, the fund information would soon become out of date. We decided it would be useful to reproduce the guides into an online format, and this is where Worldwise Investor was born. We launched the website in September 2011.
The website is a useful tool for investors and other intermediaries alike because it provides you with the very latest information and tools to manage your ethical and green funds.
The website incorporates the following:
Mark Hoskin of Holden & Partners writes the Worldwise blog and the news is written by Mark and a number of other key players in the industry such as fund managers and industry experts. Read Worldwise News or Blogs.
Worldwise Investor has a comprehensive fund library containing all 136 ethical, green and multi-thematic funds in the UK. In the library you can search for funds using a filter based on your preferences, such as ethical screen, region or theme. There you can bookmark favourite funds which will be viewable in 'MyWorldwise' which is your personalised part of the website. View the fund library
Worldwise Investor has identified key themes within the ethical and green investment market, you can also bookmark these themes in 'MyWorldwise'. Take a look at the Worldwise themes
Register on Worldwise Investor to access and see how 136 ethical and green funds are performing and get the latest tips, advice and news tailored to your interests.
"Without failure, after speaking to Holden and Partners I feel more relaxed. Their knowledge of my current situation, my future aspirations, the market and the products available never ceases to amaze me. Moving my financial affairs to them has to be one of the best decisions of my life"
Peter L.
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