Useful Resources

As part of our ongoing commitment to fully support our adviser network, we have collected some useful information for anyone who wishes to build a deeper understanding of responsible investing.

As well as being an area that ILIM is passionate about, it is an area of growing concern & interest for investors and growing opportunity for advisers who wish to establish themselves as leaders in this field. We will add further useful links and materials to this page over time.

A series of 4 video modules delivered by Vincent McCarthy of the Responsible Investing institute. Designed specially to provide you with a solid grounding in all aspects of responsible investing. CPD hours are available.

A comprehensive guide to ILIMs approach to responsible investing including a summary of the year gone and a look forward to priorities for 2022 and beyond.

A link to the full guidance text from EIOPA (The European Insurance and Occupational Pensions Authority). This document contains the in-depth guidance to the IDD advice changes.

The 17 Sustainable Development Goals (SDGs), are an urgent call for action by all countries - developed and developing - in a global partnership. They recognize that ending poverty and other deprivations must go hand-in-hand with strategies that improve health and education, reduce inequality, and spur economic growth – all while tackling climate change and working to preserve our oceans and forests.

The Six Principles for Responsible Investment offer a menu of possible actions for incorporating ESG issues into investment practice. The Principles were developed by investors, for investors. In implementing them, PRI signatories contribute to developing a more sustainable global financial system.

EUROSIF website. Public policy is Eurosif’ s main activity. Eurosif advocates at the EU Level for more responsible and sustainable finance. There is a wealth of knowledge relating to sustainable investment on their website.