Castlefield in the news – Spring 2024
It’s been a busy start to 2024 from a media standpoint. As specialists in sustainable investment, Castlefield Co-owners are regularly approached to feature within industry publications and provide comment to the press about environmental, social and governance (ESG) issues that may be relevant to our clients.
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, with links to the original articles.
Some of the topics covered include how attitudes towards sustainable investing differ by age, new anti-greenwashing rules and the best way to charge for financial advice.
Professional Adviser
How do attitudes towards sustainable investment differ by the investor's age?
Olivia Bowen features in this piece exploring if younger clients have a greater preference for sustainable investments.
https://professionaladviser.com/feature/4166879/exploring-esg-attitudes-talk-sustainability
FT Adviser
In this piece, David Thorpe asks how providers are dealing with new labelling rules used to promote sustainable investment funds.
Castlefield's Ita McMahon provides comment, suggesting they may help increase clarity in a similar way to food labelling.
https://www.ftadviser.com/investments/2024/05/16/how-are-providers-dealing-with-the-sdr-rules/
Good With Money
Castlefield featured in Good With Money's pick of their Top Ethical Financial Advisers.
https://good-with-money.com/2024/05/01/top-9-ethical-financial-advisers/
PA Future
In this latest sustainable investing column for PA Future, Ita McMahon discusses how client feedback around climate expectations, has helped to shape our company engagement and approach to voting.
https://future.portfolio-adviser.com/trialling-our-revised-approach-to-climate-engagement/
Health & Wellbeing is a key positive theme within the Castlefield sustainable fund range.
Castlefield European fund manager James Buckley features in this piece, giving an example of how investing in vaccines improves health equity across the globe.
Ita McMahon shares her views as they discuss the investor ‘disappointment’ as JPMAM and State Street exit CA100+
https://future.portfolio-adviser.com/investor-disappointment-as-jpmam-and-state-street-exit-ca100/
Portfolio Adviser
For this 'Beneath the Bonnet' feature, three fund managers were asked to share stocks that are making a difference.
Castlefield fund manager David Elton outlines the case for affordable fitness chain The Gym Group - held in the Castlefield Sustainable UK Smaller Companies fund.
https://portfolio-adviser.com/beneath-the-bonnet-the-case-for-rollins-johcm-and-gym-group/
Inspire Inclusion. Castlefield's Ita McMahon features in the magazine cover story on improving diversity and inclusion within investment
https://markallen.mydigitalpublication.co.uk/publication/?m=53027&i=817699&p=30&ver=html5P
PA Future
In her quarterly column for PA Future, Ita McMahon discusses growing interest from advisers around investor engagement and stewardship
Ita McMahon discusses Castlefield's progress on Engagement, training for the anti-greenwashing rule and having more sophisticated conversations with clients in this 'Green Dream' video for PA Future.
Castlefield welcomed escalation by ShareAction to file a shareholder resolution at Nestle regarding the nutritional profile of its products. This resolution challenges the high-profile chocolate brand to improve its impact on people’s health.