Ethical Investment Research

JoCHague

Does anyone have any links to research on the differences between average charges and returns for ethical portfolios in comparison to standard asset class returns? Just generally...doesn't have to be specific. Thanks chaps :-)

DanAtkinsonUK

I don't have any to hand, but have a chat with EdenTree. We run ethical portfolios at work and portfolio costs are similar to our active 'best ideas' ones. Performance is similar but small cap bias on equities (due to the screening removing some of the mega caps that do less nice things like guns & booze) has provided some outperformance. 

DanAtkinsonUK

You might find some of the links at the bottom of this article (page2) help too. 

http://professionalparaplanner.co.uk/building-an-ethical-portfolio/

JoCHague

Thanks Dan!