NEWS, Insights & MEDIA

The Castlefield equity fund range is now available on award-winning ethical investment platform The Big Exchange

Castlefield has officially been awarded CISI Chartered Firm™ status by the Chartered Institute for Securities & Investment (CISI).

Castlefield participated in the CDP non-disclosure campaign for the third consecutive year, encouraging six companies to disclose their environmental impact data.

This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in over Autumn and Winter 2023, with links to the original articles.

Castlefield has become a founding member of AdviserAction - a group of advice firms looking to influence the sustainable policies of investee companies.

The Castlefield Funds Sustainability Review 2023 includes an independent analysis of the ESG performance of our sustainable fund range and includes specific case examples of holdings and our positive investment themes.

We're delighted to welcome James Buckley and Bronwyn Riley to the Castlefield team. James joins as Lead Manager of the CFP Castlefield Sustainable European Fund while Bronwyn joins as Client Manager.

Castlefield Co-owners are frequently approached to feature within industry publications and the press. Here we summarise some of our recent press coverage from over Summer 2023, with links to the original articles.

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.