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Sustainable Finance
Training and Development
Compliance Support
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Research and Articles
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Alan
Model Portfolio Service or Solution
November 15, 2024
This article was published in IFA Magazine's Managed Portfolio Services Research Annual Report 2024/25. You can find the full report…
Time for a Change
November 1, 2024
This article was published in IFA Magazine's Sustainable Investment Report. You can find the full report here.
Tackling the Thematic Review
June 13, 2024
I was excited to be asked to join a Panel at PFS Purely Paraplanning in May 2024 alongside Mel Holman…
Is taking sustainability preference into account ethical?
March 15, 2024
I was delighted to be asked to contribute to the June 2023 issue of the Personal Finance Society magazine, Personal…
The Ethics of Protest
March 15, 2024
What does it mean to be an activist professional? This article for the PFS Magazine explores the history of protest in the…
Scotland’s attitude towards sustainable investing
March 15, 2024
In 2021, prior to COP26, I was asked by the Global Ethical Finance Initiative (GEFI) to undertake original research concerning the attitudes of…