Company News

The Annual Stewardship report 2022 is a comprehensive assessment for the last full calendar year- detailing our Thoughtful Investment approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity

Castlefield Partner Ita McMahon has been invited to join the ESG Clarity Committee – an independent steering group for the editorial team at leading financial publication ESG Clarity.

We recently submitted our response to the Financial Conduct Authority’s consultation on Sustainability Disclosure Requirements. In the interests of transparency, we’ve made our full response publicly available here.

Castlefield has joined a group of 17 long-term investors to publish an investor statement calling on UK-listed businesses to support their lowest paid employees through the cost of living crisis. 

Castlefield and a coalition of investors, delivered a joint letter to the Chancellor of the Exchequer, urging the Government to set out a clear ‘Net Zero Investment Plan’ as part of its Green Finance Strategy

As well as Castlefield’s 20th anniversary, 2022 marks the 10th anniversary of the launch of the Castlefield model portfolios.

Castlefield is pleased to support the CCLA Corporate Mental Health Benchmark UK 100, designed to improve transparency, disclosure and reporting on workplace mental health by providing a clear framework for businesses.

Castlefield is pleased to announce the appointment of Carol Lawson as a new non-executive director. Carol will be joining the board of ConBrio Fund Partners Limited, the group's Authorised Corporate Director (“ACD”).

Castlefield announces Amelia Overd as co-manager on two sustainable investment funds. Amelia will be formally joining Simon Holman as co-manager of the CFP Portfolio Fund Range.

Castlefield, the employee-owned financial and investment management business based in Manchester, is aiming to continue its growth as it celebrates 20 years of sustainable and ethical investing.

Castlefield announced its net zero policy. In this piece, Ita McMahon from the Castlefield Investment Team outlines our net zero commitments and explains the rationale for the target net zero dates we have chosen.

As the thoughtful investor, corporate governance is high on the agenda when making investment decisions with investee firms. This article introduces the first diversity and inclusion report at Castlefield.