Research Providers & Professional Advisory Firms


Acclimatise

6 Nursery End, Nottinghamshire, Southwell NG25 0BY

Contact: John Firth, Managing Director

Tel: 01636 812 868
Fax: 01636 812 702

Email: john.firth@acclimatise.uk.com
Web: www.acclimatise.uk.com

Acclimatise is the market leader in climate risk management consultantcy and intelligence services. We help governments and businesses assess and manage the risks and opportunities of inevitable climate change.

We explore the implications of changing climate change risks for our clients by:

  • Bridging the gap between the scientific community and the corporate world, reviewing the latest climate change science, providing clear guidance on the potential business and financial impacts of a changing climate.
  • Working with our government, corporate and financial services clients to understand the direct and indirect climate change implications for their strategies and business models.
  • Assessing the implications across a business, looking at risks to raw materials, supply chains and logisitics, asset design, manufacturing processes, operations and maintenance regimes, markets, customers, workforce, communities and local environments. For our financial services clients we assess the implications for their portfolios and their investment, insurance and lending risk management processes.
  • Advising on the climate change positions being taken by our clients' key stakeholders, including governments, regulatory agencies, investors, banks, analysts and NGOs, and their implications for our clients' businesses.
  • Assessing the implications for financial performance, as well as for issues including brand, reputation and litigation risk.
  • Advising on strategies to manage the risks and realise the business opportunities.
Other companies provide business support on climate change mitigation - advising clients on managing their carbon emissions and energy usage. Acclimatise is unique in its focus on helping clients manage their exposure to inevitable climate change and seek competitive advantage from the opporunities.

In addition to providing consultantcy services and tools, Acclimatise also provides a range of climate risk intelligence and information services.

We work with: FT 500 Companies; Pensions Funds; Corporate Law Firms; UK FTSE 350 Companies; Investors; National governments; Insurance Companies; Fund managers; Regional and local governments; Banks; Analysts and Government agencies.

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Agulhas

137 Offord Road, London N1 1LR

Contact: Catherine Cameron

Tel: 020 7700 3776
Fax: 020 7607 9286

Email: catherine@agulhas.co.uk
Web: www.agulhas.co.uk

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Andlug Consulting

17 Craigie Place, Perth PH2 0BB

Contact: Andrew Dlugolecki, Principal

Tel:01738 626 351
Fax:

Email: andlug@btopenworld.com
Web:

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ASSET4 AG

Bahnhofstrasse 2, P.O Box 126, 6301 Zug Switzerland

Contact: Simon Rowell

Telephone: +4141 729 30 40

Email: simon.rowell@asset4.com

Web: www.asset4.com

 

ASSET4 provides professional investors a new generation of investment research information enabling them to incorporate objective and measurable ESG (environmental, social, governance) information into their investment processes. The ASSET4 information and tools enable clients to improve investment performance, reduce risk, develop innovative products, drive down research costs and monitor the ESG aspects of their portfolios.

 

Clients of ASSET4 include Goldman Sachs, Merrill Lynch, BNP Paribas, UBS, Bank Sarasin, Shell Asset Management, PME and the State of New Jersey, Division of Investment.
 
Founded in 2003, ASSET4 has 220 employees and is headquartered in Zug, Switzerland with locations in London, New York, Mauritius and India. It is a proud signatory of the UN's Principles for Responsible Investment.

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Bates Wells & Braithwaite

2-6 Cannon Street, London EC4M 6YH

Contact: Stephen Lloyd

Tel: 020 7551 7777
Fax: 020 7551 7800

Email: mail@bwbllp.com
Web: www.bateswells.co.uk

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Carbon International

Unit 1, 7 Chalcot Road, London NW1 8LH

Contact: Caroline Barraclough

Tel: 0207 586 8096

Web: www.carboninternational.com

 

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Centre for Social and Environmental Accounting Research

School of Management, University of St. Andrews, The Gateway, North Haugh, St. Andrews, Fife KY16 9SS

Contact: Professor Rob Gray

Tel: 01334 462 805
Fax: 01334 462 812

Email: sg70@st-andrews.ac.uk
Web: www.gla.ac.uk/departments/accounting/csear

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Centre Info SA- Sustainable Investment Consulting

Rue de Romont 2, CH-1700 Fribourg, Switzerland

Contact: Phillipe Spicher, Director

Tel:+41 26322 0614
Fax: +41 26 322 3962

Email: philippe.spicher@centreinfo.ch
Web: www.centreinfo.ch

Info Centre issues concise analyses of the activities of Transnational companies, to enable investors to assess the risks and financial returns of their investments in accordance with the goals of sustainable development.

Suisse Info Centre offer the following services and products: Economic, Ecological and Social Corporate Research, Portfolio screening, Document Centre, Ecological and Social Consultancy and Conferences and Seminars. It publishes corporate analyses, a quarterly newsletter and a monthly information abstract.
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Clifford Chance LLP

10 Upper Bank Street, London E14 5JJ

Contact: Michael Smyth

Tel: 020 7006 1000
Fax: 020 7006 5555

Email: michael.smyth@cliffordchance.com
Web: www.cliffordchance.com

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CO3

1 Downstream Building, Number One London Bridge, London SE1 9BG

Contact: Tim Purcell, CEO

Tel: (0)845 345 4337
Fax: (0)845 345 4339

Email: tim@co3.coop
Web: www.CO3.coop

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CorporateRegister.com Ltd

G18, Clerkenwell Workshops, 31 Clerkenwell Close. London, EC1R 0AT

Contact: Paul Scott, Director

Tel: 020 7014 3366
Fax: 020 7014 3367

Email: info@corporateregister.com
Web: www.CorporateRegister.com

Next Step Consulting focuses on environmental and social policy, strategy and communications. They have particular expertise in environmental, social and sustainability reporting - including Internet reporting - and have assisted in the development of several award-winning reports in recent years. Evaluation of the information needs of report users and stakeholder consultation forms the platform of their reporting approach.

Next Step also manage the world's most comprehensive directory of corporate environmental, social and sustainability reporting - www.corporate-register.com - used by investors, regulators, reporting companies and NGOs worldwide.

Director Paul Scott is a judge for the Association of Chartered Certified Accountants' UK Environmental Reporting Awards, and is the UK representative on the European Environmental Reporting Awards Judging Panel. Next Step contributes columns on reporting for Tomorrow and Environmental Finance magazines.
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CSR Consulting Ltd

4 St. Peter's Square, London W6 9AB

Contact: Steve Askins, Director

Tel: 01727 865 393
Fax: 01727 834 899

Email: stephen.askins@csr-consulting.com
Web: www.csr-consulting.com

CSR Consulting Ltd. provides a link between the investment community and companies to help the latter understand and meet the evolving requirements of social investment. We work with company management as an "in house" resource to:

  • Review corporate governance processes, including risk management
  • Assist with the development of policies and procedures appropriate to the individual company, its investors and aspirations
  • Advise on the scoping, formatting and adoption of Codes of Ethics
  • Advise on the need for, and project manage, the development of environmental reporting and associated policies
  • Advise on the integration of CSR initiatives into existing management systems
  • Assist with the communication of corporate governance and CSR performance, particularly in the Annual Report and in web based media

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Cushman & Wakefield Healey & Baker

43 - 45 Portman Square, London W1A 3BG

Contact: Mike Tremayne

Tel: 020 7152 5688
Fax: 020 7152 5394

Email: mike.tremayne@eur.cushwake.com
Web: www.cushmanwakefield.com

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Delsus Ltd

15 Chapel Lane, Chalgrove, Oxford OX44 7RF

Contact: Dan Siddy

Tel: 018 6589 0660

Email: dsiddy@delsus.com

Web: www.delsus.com

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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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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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Ethics Etc

40 Balmoral Terrace, South Gosforth, Newcastle upon Tyne NE3 1YH

Contact: Richard Evans

Tel: 0191 284 7001
Fax:

Email: ethics.etc@btinternet.com
Web:

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FTSE Group

10 Upper Bank Street, 12th Floor, London E14 5NP

Contact: Tony Campos

Tel: 020 7448 1800
Fax: 020 7448 1804

Email: tony.campos@ftse.com
Web: www.ftse.com

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Greenspire Advisors Ltd

Power House, Harrison Close, Milton Keynes MK5 8PA

Contact: Stephen Kimbell

Tel: 019 0835 9391

Fax: 019 0835 9399

Email: stephen.kimble@greenspireadvisors.com

Web: www.greenspireadvisors.com

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Fundzoo

PO Box 145, Lewes BN7 9DY

Contact: Nic Parish

Email: office@fundzoo.com

Web: www.fundzoo.com

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Innovest Group

4 Royal Mint Court, London EC3N 4HJ

Contact: Andy White, Managing Director

Tel: 020 7073 0470
Fax: 020 7073 0473

Email: awhite@innovestgroup.com
Web: www.innovestgroup.com

The Innovest Gorup is an internationally recognised specialist equity research company specializing in the research of companies' social and environmental performance and their impact on share price performance, profitability and competitiveness.

Founded in 1995 with the mission of identifying non-traditional sources of risk and value for investors, the company currently has over US $1.5 billion under direct sub advisory mandates with partners including ABN-Amro, Mellon Capital, SSgA, T.Rowe Price and ABP (Netherlands), one of the three largest pension funds in the world. Innovest also provides custom portfolio analysis and equity research to leading fund managers including, Schroders, Bank Sarasin, CalPERS and Rockefeller and Co. In addition Innovest provides research and strategic consultancy to blue chip companies.

The company's founder, Dr Matthew Kiernan, is a former partner with KPMG and director of the World Council for Sustainable Development. Its Chairman was the chief investment officer for North America's largest pension fund for over 15 years. Innovest's other directors and principals include former senior executives from several of the world's leading financial companies as well as a former G7 finance minister. Innovest's products include its widely respected Eco Value 21 investment analytics platform which was developed with strategic partners including Pricewaterhouse Coopers and Morgan Stanley, and the Sustainabaility report which provides a comprehensive analysis of a company's intangible assets, covering performance both socially and in the arena of strategic governance.

Innovest is headquartered in New York with offices in Toronto, London, Paris and Madrid. Teams of analysts are located within each office to provide Innovest with a global team of research experts located strategically around the world.
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Inspire Invest

Palace House, 3 Cathedral Street, London SE1 9DE

Contact: Elisa de Santis, Senior Responsible Investment Analyst

Tel: 020 7716 6604
Fax: 020 7357 6048

Email: elisa.de.santis@inspireinvest.com
Web: www.inspiregroup.no

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Institutional Shareholder Services

Epworth House, 25 City Road, London EC1Y 1AA

Contact:

Tel: 020 7614 8510
Fax: 020 7614 8519

Email: rrevmarketing@issproxy.com
Web: www.issproxy.com

Institutional Shareholder Service's (ISS) Social Investment Research Service (SIRS) provides original and impartial social research to investors. SIMON, our interactive web-based delivery system currently contains over 80 screens covering 17 social issues - with more constantly being developed. Since investors' social concerns vary, SIRS extensive database makes it possible for them to define their own social criteria. Founded in 1984, SIRS' screens cover all public U.S. companies and all foreign companies included in the S&P 500 Index. We maintain the largest database in the U.S. on issues of corporate responsibility - liberal and conservative. ISS is the world's largest provider of proxy voting and corporate governance services covering 9,000 US and 8,400 non-US shareholder meetings each year. ISS is a Thompson Financial company, a provider of information services for the financial community.
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Investing For Good

1 Regents Place, Blackheath, London SE3 0LX

Contact: Geoff Burnard, Director

Tel: 020 7060 1175
Fax:

Email: gburnard@investingforgood.org
Web: www.investingforgood.org

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KLD Research & Analytics

250 Summer Street, 4th Floor, Boston, MA 02210, USA

Contact: Peter Kinder, Chief Executive Officer

Tel: +1 617 426 5270
Fax: +1 617 426 5299

Email: PDKinder@KLD.com
Web: www.kld.com

KLD Research and Analytics provides social research and support services to more than 275 institutional clients in North America and Europe.

Each year, KLD conducts research on over 3,500 U.S and international companies. The results appear in KLD's Socrates database. They also underlie KLD's Compliance Service for institutional trading systems. KLD's consulting practice emphasises assisting NGO's, charities and endowments to align their money management with their missions and developing new investment products.

KLD's Domini 400 Social Index, the first of its kind, marked its tenth anniversary in 2000. Since the early 80s, its principals have published widely, most recently "Investing for Good" and "Mission-based Investing", a white paper. KLD's website contains a wealth of resources for SRI professionals.
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Kaleidoscope Policy and Research

Bovey Cottage, Caudle Green, Cheltenham GL53 9PR

Contact: Janet Barber, Director

Tel: 01285 821703
Fax: 01285 821726

Email: janet@bovcot.demon.co.uk
Web:

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Manifest

9 Freebornes Court, Witham, Essex CM8 2BL

Contact: Paul Hewitt

Tel: 013 7650 3500

Email: paul.hewitt@manifest.co.uk

 

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Standards International

5 The Granary, Fairclough Hall Farm, Hertfordshire SG4 7DP

Contact: Melanie Blackmore, Quality Director

Tel: 01462 790894

Email: enquiries@standardsinternational.co.uk

Web: www.standardsinternational.co.uk

 

 

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Dr Andy Mullineux

The Birmingham Business School, Ashley Building Rm 115, Edgbaston Park Road, Birmingham B15 2TT

Contact: Dr Andy Mullineux
Tel: 0121 414 6642
Fax: 0121 414 6238

Email: a.w.mullineux@bham.ac.uk
Web: www.bham.ac.uk

Director of Money, Banking and Finance Programmes in the Department of Economics, University of Birmingham. Responsible for the undergraduate and postgraduate programmes in these fields and teaches courses on international banking to the participants in them.

Research interests include monetary and banking policy, business cycles, small and medium sized enterprise financing and financial sector reform in transforming and developing economies.
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oekom research AG

Goethestr. 28, Munich 80336, Germany

Contact: Robert Hassler

Tel: +49 89 5441 84 90
Fax: +49 89 5441 84 99

Email: hassler@oekom-research.com
Web: www.oekom.de

As an independent rating agency, oekom research AG has been providing in-depth information on the environmental and social performance of companies, sectors and countries since 1993. The company is now one of the world's leading providers of sustainability research.

Products and services

Research services:
Individual advice on sustainable investment products on the basis of oekom research's sustainability analyses:
Development of a tailor-made sustainability concept
Screening of assets according to sustainability criteria
Continuous updating and monitoring of portfolios

Research reports:
Standardised sustainability research at the highest level – oekom research assesses the social and environmental performance of the world's most important companies, sectors and countries.

  • Corporate Responsibility Profile
  • Corporate Responsibility Rating
  • Industry Report
  • Potentials Research
  • Country Rating
  • Negative Screening for companies and countries
  • Ad hoc-Research

For further information, please visit www.oekom-research.com.
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PIRC Ltd

4th Floor, Cityside, 40 Adler Street, London E1 1EE

Contact: Peter Southwood, Consultancy Services Manager

Tel: 020 7247 2323
Fax: 0207 247 2457

Email: PeterS@pirc.co.uk
Web: www.pirc.co.uk

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Sancroft

46 Queen Anne's Gate, London SW1H 9AP

Contact: Charlotte Armitage

Tel: 0207 960 7900
Fax: 0207 222 7536

Email: charlotte.armitage@sancroft.com
Web: www.sancroft.com

The Sancroft Group is a corporate responsibility consultancy, providing strategic, board level advice on sustainability to companies keen to improve their environmental, social and ethical performance.
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SustainAbility

20-22 Bedford Row, London WC1R 4EB

Contact: Sophia Tickell, Chair

Tel: 020 7245 1116
Fax: 020 7245 1117

Email: tickell@sustainability.com
Web: www.sustainability.com

Independent think tank and strategy consultancy. Experts in corporate responsibility and sustainable development. Advisors on market risks and opportunities.
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Synaptic Systems Ltd

Eaton House, No. 1 Eaton Road, Coventry CV1 2FJ

Contact: Andy Pilkington, Research Analyst

Tel: 02476 632 884
Fax: 02476 83 9701

Email: Andrew.Pilkington@synaptic.co.uk
Web: www.synaptic.co.uk

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Trucost

100 Pall Mall, London SW1Y 5HP

Contact: Anna Frazer, Business Development Manager

Tel: 020 7321 3833
Fax: 0870 607 2210

Email: anna.frazer@trucost.com
Web: www.trucost.com

Trucost Plc (www.trucost.com) is an environmental research organization that quantifies environmental impacts in financial terms. Trucost measures the environment impacts of companies of any size, sector or geography, providing independent, comparable data for fund managers, analysts, companies and government agencies. Trucost has an International Advisory Panel of leading academics in the fields of economics and the environment, who assist in the ongoing development of its methodology.

"The kind of numbers that Trucost provides could help alert mainstream fund managers to the importance of environmental issues for shareholder value. This approach could help firms like mine, which have been assessing environmental performance for years, to focus more on shareholder value rather than qualitative judgements about companies." - Morley Fund Management.

"[Trucost] is something that we as investors have a significant interest in because understanding the scale of externalities is important to us in understanding the risks, in economic and financial terms, that businesses may run going forward." - Hermes.
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Upstream

1 Quality Court, Chancery Lane, London WC2A 1HR

Contact: Sarah Ratcliffe

Tel: 020 7250 3900
Fax: 020 7250 3580

Email: sarah@upstreamstrategies.co.uk
Web: www.upstreamstrategies.co.uk

Upstream is a strategic environmental and sustainability consultancy specialising in the property and financial sectors. Upstream provides advice and guidance to several of the UK's largest property investors and developers, assisting them to develop corporate environmental, sustainability and corporate responsibility strategies. Of particular interest to UKSIF members will be Upstream's work to assess the business case for Socially Responsible Property Investment and to enable clients to develop socially responsible property portfolios.

Many of Upstream's client are members of our Property Environment Group (PEG) which provides an annual corporate environmental benchmarking service to its members as well as on-line intelligence through its web site www.pegonline.net and seminars for PEG members tonetwork with each other on a regular basis. Upstream also enables clients to engage with their managing agents by developing an ongoing programme of environmental management through 'Upstream Profiles' and also undertakes performance benchmarking for shopping centre and city centre offices.
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Vigeo Group

Les Mercuriales, 40 Rue Jean Jaures, Bagnolet, 93 170 France

Contact: Bernard Dufour

Tel: +33 1 49 72 46 00
Fax: +33 1 49 72 46 10

Email: bernard.dufour@vigeogroup.com
Web: www.vigeo.com

Vigeo Group is the leading Corporate Social Responsibility Rating Agency in Europe and Japan. Created through a recent merger of Vigeo (France) and Stock at Stake (Belgium), the Vigeo Group is based in Paris, Brussels and Casablanca and employs 60 SRI / CSR experts, from 12 different nationalities.

The VIGEO Group produces in-depth research and ratings for listed corporations included in the DJ STOXX 600 index and for a number of listed corporations in Americas and Asia Pacific.

Our ratings reflect the degree to which such corporations take into account (relative to other companies in their respective industry sectors) the social, environmental and governance impacts they may have on stakeholders which in turn may impact the corporation itself. The ensemble of these ratings forms a database which is made available by the VIGEO Group to fund managers, institutional investors, NGOs and corporations.

The VIGEO Group investor-solicited ratings are sector benchmarks and are developed on the basis of publicly disclosed information as well as through direct dialogue and engagement with both corporations themselves and their stakeholders. The VIGEO Group does not use standard questionnaires.

The Vigeo Group will soon cover 1500 stocks:

  • 800 European companies (95% capitalization of DJ Stoxx600 and SBF120),
  • 400 North American companies,
  • and 300 Asian-South Pacific companies.

To know more about the VIGEO Group, its SRI indices and its methodology, please visit www.vigeogroup.com.
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wwwolf

wwwolf Ltd, Suite 213, 91 Western Road, Brighton, E Sussex BN1 2NW

Contact: Jon Ralls, Managing Director
Tel: 01273 203 844

Email: jon@wwwolf.co.uk
Web: www.wwwolf.co.uk

wwwolf offers advisory, project and ongoing assistance in the increasingly interconnected new economies - the virtual and the sustainable.

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