Launch of Worldwise Investor

On 12th October 2011 Holden & Partners launched Worldwise Investor  dedicated to ethical and environmental investing. The website generates high quality news and performance data on the universe of 130 ethical and environmental funds.

In the past, although we’ve had a significant proportion of our clients take an interest in environmental and ethical investing, many have told us of their frustration at the lack of clear and useful information  available online.The aim of Worldwise  Investor is to break new ground by providing people with a fully accessible and user friendly site covering news, views, and performance on ethical and environmental funds. We think you’ll find the website a great way to review your investments whilst also keeping you up to date with the latest developments in this growing market.

 “The launch of worldwiseinvestor.com builds upon the expertise developed producing our Guides to climate change and Ethical investing over the past four years” Mark Hoskin, Managing Partner at Holden & Partners  says, “Population growth and the developing markets are putting growing pressures on our natural resources. The full implications of which have not been understood by many in the investment community. We hope this website will help investors to gain greater knowledge and understanding of these issues with the aim that they become more informed about their future investments”

 The site is a free resource. It categorises funds under difference  themes, such as: Water, Clean Energy, Forestry, Agriculture, Carbon, Environmental, multi-thematic, UK ethical, Global Ethical, and users of the site can see average performance data for each, as well as current news and information.

What can i see when I’m registered? You can see all funds in the fund library and filter them to display by type, theme or by those that impose ethical screens. You can view performance data on funds at a glance or for more detailed information  you can click on a chosen fund to see how it is managed, its objectives and related news.

When you’re registered, you will find the ‘myWorldwise’ area of the site particularly useful because you can bookmark  favourite funds and themes and see their performance and related news. We can also send you weekly updates by email with any news to save you having to check regularly for developments.

If you would like to discuss how you can tailor your portfolio to accommodate ethical, environmental, responsible or climate change funds please do not hesitate to contact Mark Hoskin on 020 7812 1460.