Ecclesiastical Insurance Group

19/21 Billiter Street, London EC3M 2RY

Contact: Susan Round, Fund Manager

Tel: 020 7528 7364
Fax: 020 7528 7365

Email: sue_round@eigmail.com
Web: www.ecclesiastical.co.uk

Allchurches Investment Management Services (AIMS) is the investment arm of Ecclesiastical Insurance Group. The original company was established in 1887 for the purpose of providing financial services for the clergy, by the clergy. Today, whilst the company retains close links to its origins, it has grown significantly and offers a wide range of financial products that includes home protection, life assurance, pensions & Investment.

AIMS operates in the City and as at 31st May, Funds under management were over £800m, with £660m relating to Ecclesiastical General, Life and Pension Business and £145 to Investment Retail Funds.

The Funds include the Amity Fund, launched in 1988 and was one of the first ethically screened investment Funds in the UK. Sue Round has managed the fund since inception. The 'restricted' universe of Companies available to this ethically screened fund has not impeded performance and the Fund is 4 star rated by Standard and Poors and Sue Round is AA rated by Citywire.

The Investment Objective is to provide long-term capital and income growth, by investing in companies that meet the ethical criteria applied by the investment manager. The funds will be invested principally in British companies.

The Allchurches Amity Fund is an ethically screened fund, established to offer a positive emphasis to investments for individuals, corporate bodies and charitable groups alike. It is designed for those wishing to match their investments with their ideals, for whom financial gain is not the sole consideration. The manager aims to invest in companies which demonstrate a positive contribution to the quality of individual and community life and which respect and protect the environment. Investments include companies involved in pollution control, waste management, energy conservation, housing, education, home safety, medical and health care.

The principal areas which the managers seek to avoid are companies with material interests in countries with repressive regimes, the production of alcohol, tobacco, gambling and producers of magazines or videos of an explicit or violent nature. The fund also avoids investing in companies involved in the manufacture of strategic arms and the use of animals for cosmetic research.
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ECCR (Ecumenical Council on Corporate Responsibility)

PO Box 500 Oxford OX1 1ZL UK

Contact: Barbara Hayes

Tel: 01525 630 097
Fax:

Email: barbara.hayes@talk21.com
Web: www.eccr.org.uk

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Ecology Building Society

7 Belton Road, Silsden, Keighley, West Yorkshire BD20 0EE

Contact: Paul Ellis, Chief Executive

Tel: 01535 650 770
Fax: 01535 636 166

Email: paulellis@ecology.co.uk
Web: www.ecology.co.uk

Ecology Building Society has been providing its distinctive brand of green mortgages and ethical savings account for over 25 years.

Mortgages are only available for properties that benefit the environment such as;

• Run-down, derelict properties requiring renovation or conversion to bring them back into use.
• New buil properties that have high energy efficiency and are constructed from sustainable materials.
• Where energy saving measures and renewable energy systems are being installed to existing homes.

They also lend across the UK on;

• Properties with non-standard constructions such as timber, straw bale, rammed earth, wattle & daub.
• Small woodland.
• Organic smallholdings.
• Housing co-operatives.
• Small scale development projects.
• Buy-to-Let properties.

For further details please visit www.ecology.co.uk
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EIRIS

80-84 Bondway, London SW8 1SF

Contact: Peter Webster, Executive Director

Tel: 020 7840 5700
Fax: 020 7735 5323

Email: peter@eiris.org
Web: www.eiris.org

Ethical Investment Research Services (EIRIS) Ltd is one of Europe's leading providers of independent research into corporate social, environmental and ethical behaviour. Together with eight research partners in mainland Europe, North America, Asia and Australasia EIRIS covers more than 2,700 companies globally, including constituents of the FTSE All Share Index, FTSE All World Developed Index and Eurostoxx 600. EIRIS researches more than forty different areas including companies' environmental policy, performance and management systems, human rights, military production and sale and allegations of breaches of leading international conventions. EIRIS now employs over 35 staff including up to 20 researchers and eight client support staff. EIRIS clients now manage more than 70 percent of the UK ethical retail market (both by market value and number of funds).

Increasing interest in ethical investment since our establishment in 1983 has seen us expand our range of clients from retail funds to include index providers, charities, pension funds and other institutional investors in the UK, mainland Europe, North America and Asia. EIRIS provides these clients with bespoke ratings and company profiles to support clients in their different approaches to responsible investment: engagement, best of class, tilting portfolios and integration with mainstream analysis.

In addition to providing large and institutional clients research through our unique Ethical Portfolio Manager software, EIRIS enables individual investors to screen their investment portfolios and obtain lists of companies acceptable for the individual to invest in according to their own ethical criteria. EIRIS also helps charities screen their donors against their ethical concerns.

As well as a quarterly newsletter for the general public, EIRIS produces a number of guides and publications for individuals and financial advisers on topics such as investment funds, banking and pensions.

EIRIS Ltd is a not-for-profit organisation owned by the EIRIS Foundation, a registered charity.
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Environment Agency Pension Fund

Rio House, Waterside Drive, Aztec West, Bristol BS32 4UD

Contact: Howard Pearce, Head of Environmental Finance & Pension Fund Management

Tel: 08708 506 506
Fax: 01454 624 031

Email: howard.pearce@environment-agency.gov.uk
Web: www.environment-agency.gov.uk

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Epworth Investment Management

9 Bonhill Street, London EC2A 4PE

Contact: Bill Seddon, Chief Executive

Tel: 020 7496 3630
Fax: 020 7496 3637

Email: bill.seddon@cfbmethodistchurch.org.uk
Web:

Epworth Investment Management was launched in January 1996 to provide similar investment services to non-Methodist churches and charities as those offered by the Central Finance Board of the Methodist Church (CFB). Epworth is an IMRO regulated company, whose shareholders include the CFB and other Methodist organisations. It is, we believe, a unique venture as the only investment management operation in the UK with an exclusive focus on socially responsible investment (sri). Epworth positively seeks to invest in companies which recognise their obligation to society and the environment, believing them to be long-term corporate success stories.

The CFB and Epworth have combined funds under management of over £900m, making it by size one of the top 15 charity fund management groups. Epworth shares the same staff, premises and investment philosophy as the CFB. Epworth seeks to provide a high quality investment service achieving above average financial returns for clients. An integral part of the investment decision-making process is to examine the ethical dimension, and thereby construct investment portfolios which are consistent with the moral stance and teaching of the Christian faith. In addition, both Epworth and the CFB are committed to engaging in constructive dialogue with company managements to influence their behaviour.

It is sometimes said that imposing ethical criteria on an investment portfolio must lower financial returns. However, the CFB's long-term track record demonstrates that it is possible to combine ethical concerns and a good financial return. Over the years, investors in the CFB's UK equity and fixed interest funds have seen outperformance of both the average fund and the relevant indices.

Epworth launched the Affirmative Equity and Fixed Interest Funds in 2001 to provide clients with the benefits and simplicity of common investment funds.
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Ethical Consumer Magazine

Unit 21, 41 Old Birley Street, Manchester M15 5RF

Contact: Rob Harrison, Editor

Tel: 0161 226 2929
Fax: 0161 226 6277

Email: mail@ethicalconsumer.org
Fax: www.ethicalconsumer.org

ECRA exists to promote universal human rights, environmental sustainability, and animal welfare, by encouraging the widest possible use of ethical purchasing and investment across society. In order to do this it:

1. Publishes "Ethical Consumer" magazine bi-monthly which reports on new developments in ethical purchasing and investment and rates companies and brand names against each other on a range of environmental and social issues.
2. Publishes an on-line database, "Corporate Critic", which contains abstracts on companies around the world taken from (primarily) NGO publications.
3. Provides research for a range of other articles and publications on related topics.

ECRA is a voluntary organisation managed by its staff as a not for profit workers' co-operative.
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Ethical Futures

9 Mansfield Place, EH3 6NB

Contact: Julian Parrott

Email: julian@ethicalfutures.co.uk                                                                         

Web: www.ethicalfutures.co.uk            

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Ethical Investment Association (UK)

C/o UKSIF, Holywell Centre, 1 Phipp Street, London EC2A 4PS

Contact: Lee Coates, Membership Secretary

Tel:
Fax:

Email:
Web: www.ethicalinvestment.org.uk

The Ethical Investment Association (EIA) is a nationwide body of independent financial advisers (IFAs), which aims to facilitate the promotion of ethical investment by its members, and to set standards in the ethical investment industry.

Members agree to abide by a code of conduct and to engage in a continued programme of training and development in the field of ethical investment.

The Ethical Investment Association was set up to promote socially responsible investment and to create standards within the ethical investment industry.

Members share a commitment to providing informed advice on socially screened investments and demonstrate this commitment through a programme of continued training and professional development.
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The Ethical Investment Co-operative

12 St Nicholas Drive, Richmond, North Yorkshire DL10 7DY

Contact: Ian Harland

Tel: 0845 458 3127

Email: ian@ethicalmoney.org
Web: www.ethicalmoney.org

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Ethical Investments

272 Ringinglow Road, Sheffield S11 7PX

Contact: David Vincent

Tel: 0114 229 5959
Fax: 0114 268 2248

Email: dav@ethicalinvestments.co.uk
Web: www.ethicalinvestments.co.uk

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Ethical Investors Group

Montpellier House, 47 Rodney Road, Cheltenham, Gloucestershire GL50 1HX

Contact: Lee Coates, Director

Tel: 01242 539 848
Fax: 01242 539 851

Email: lee@ethicalinvestors.co.uk
Web: www.ethicalinvestors.com

Ethical Investors Group are amongst the largest specialist IFAs in socially responsible investment. As qualified professionals, EIG combine the highest quality financial advice with a commitment to SRI second to none. EIG act as consultants to a number of ethical funds and charities. Uniquely, EIG also pledge to distribute at least 50 per cent of trading profit to charities and socially responsible groups. Up to 2005, EIG has distributed £440,000 to charities and campaign groups. Since 1996, EIG has operated its own charitable trust funding development, environment and animal welfare projects globally. EIG is the trading name of Ethical Investors (UK) Ltd, and is regulated by the FSA.
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Ethical Money Ltd

Cragg Cottage, Garnett Bridge, Kendal LA8 9AZ

Name: John Fleetwood, Director

Tel: 01539 823 041
Fax: 0870 432 4599

Email: john@3dinvesting.com
Web: www.3dinvesting.com

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Ethical Performance

Stodmarsh Enterprise Centre, Undertrees Farm, Stodmarsh, Canterbury, Kent CT3 4BE

Contact: Alistair Townley, Dunstans Publishing

Tel: 01227 722 227
Fax: 01227 722 638

Email: publisher@ethicalperformance.com
Web: www.ethicalperformance.com

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Ethical Screening

Montpellier House, 47 Rodney Road, Cheltenham, Gloucestershire GL50 1HX

Contact: Lee Coates, Director

Tel: 01242 539850
Fax: 01242 539851

Email: lee.coates@ethicalscreening.com
Web: www.ethicalscreening.com

Ethical Screening is a company of dedicated socially responsible investment specialists that conducts detailed research and analysis into a wide range of corporate social responsibility issues, from military contracts and tobacco manufacture, to human rights and environmental exploitation. This research and analysis drives our screening process, enabling those with ethical concerns to invest their money according to their principles.

Our services are directed at assisting individuals, charities and trusts that wish to invest ethically; and investment managers who wish to offer ethically screened investment services to their clients. This includes the production of screened investment lists for individual clients, and the provision of screening databases containing ethical information for the top 350 UK companies.

Ethical Screening also produces an ethical fund database containing details of retail ethical investment funds, enabling investment managers and financial advisors to select funds whose criteria agree with the ethical preferences of their clients.
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Ethikos LLP

48 Longworth Avenue, Tilehurst, Reading RG31 5JY

Contact: Peter J Chesworth, Financial Planner and Partner

Tel: 0118 9422 455
Fax: 0118 919 7760

Email: peter@ethikos.co.uk

After 22 years in banking Peter Chesworth became an IFA in 1995 in order to specialise in holistic financial planning using ethical, green and socially responsible investments.

The majority of the client base is in London and the South East with a smaller number scattered throughout the UK. Ethikos LLP offers a predominantly fee based financial planning and advisory service to private clients and trustees.
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EUROSIF (European Sustainable and Resp Investment Forum)

11 Avenue de L'opera, 75001, Paris, France

Contact: Matt Christensen, Executive Director

Tel: 0033 1402 04338
Fax: 0870 1698 248

Email: mattc@eurosif.org
Web: www.eurosif.org

Eurosif is the pan-European stakeholder network for promoting and developing sustainable and responsible investment. The Eurosif board is represented by the Five Founding Social Investment Forums from France, the German-speaking countries, The Netherlands, Italy and United Kingdom. Eurosif was launched in 2001, with the support of the European Commission: Directorate-General Employment and Social Affairs.
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Evans Ash Financial Services LLP

Sarum, Market Street, Penkridge ST19 5DH

Contact: Martyn Evans

Tel: 01785 715 567
Fax: 01785 715 780

Email: mail@evansash.co.uk

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