News & Blog

In this section:

  • • Values based investing is our preferred term for what some might call “ethical”, “sustainable” or “socially responsible” investing.

    • Vales are personal, so fund managers may differ in opinion as to what constitutes “ethical”

    • You can apply negative criteria to help choose which funds might match your values e.g. a fund that does NOT invest in tobacco manufacture and

  • I’m no psychologist, but part of my job when Marketing FMB is to think about what messages will hit home when talking to clients and potential new clients. I’ve just been listening to a webinar by Dr Thomas Mather from the Behavioural Insights Team at Aegon Cofunds to learn more about how people make decisions about their finances.

    95% of our decision making comes from

Page:
    © FMB 2017 - 2025. All rights reserved.
    Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
    Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

    Top