Last week I had the privilege of speaking on a panel at Reset Connect London — one of the UK’s leading sustainability events. The session focused on impact and socially responsible investing, and how we as advisers can genuinely meet client expectations in this space.
What clients actually think about sustainable investing
Most clients don’t arrive with strong expectations around sustainability. They have a vague sense that it feels like the right thing to do, but they’re not always sure what it means in practice. That’s where my job really begins – helping people understand that investing sustainably isn’t a compromise.
At Blueberry Financial, our standard portfolios are 20% dark green through EQ Investors’ Positive Impact Funds and 80% light green through ebi’s Earth Portfolios. Your money is already working harder for the planet than you might think.
A statistic that stopped me in my tracks
Away from the panel, I attended a fascinating talk by Ecologi, who shared this: 84% of businesses can identify climate or nature-related impacts on their business over the last two years, and those impacts are already reducing revenue by an average of 6%. That’s not a future risk. That’s happening now. It makes the urgent and essential case for companies to be better for the planet.
Getting personal about nature
Reset Connect also reminded me that sustainability isn’t just about portfolios and carbon offsets, it’s about genuinely connecting with the natural world. Simon, my husband, and I signed up to the Wildlife Trust at the event, not just to donate, but because we want to volunteer our time too.
Sustainability is something I’m deeply passionate about – in how I run Blueberry Financial, in how I invest your money and mine, and increasingly in how I spend my time. Days like Reset Connect remind me that we’re not alone in that, and that the momentum is very much building.
