I do hope you are keeping well and beginning to take advantage of the gradual easing of some of the lockdown restrictions, seeing family in the garden and maybe even popping out to the pub! I shall be visiting my local this evening armed with gloves, a hot water bottle and a woolly hat, I can’t wait!
As the heading suggests, this is just a very brief note with reference to my communications on the introduction of Environmental, Social and Governance (ESG) screening within the EBI Portfolios.
EBI had hoped to be completing this by mid-April but it now looks as though the new portfolios will not be fully ready until 6th May but as I am keen to make the changes to my own investments first (just to ensure all goes smoothly), realistically it will be mid-May before we roll out the changes to our clients.
I will be in touch again in due course.
Have a lovely weekend in the meantime.
As always, if you have any questions about the above or any other related financial matter, please do not hesitate to get in touch.
Graham Ponting CFP Chartered MCSI
Managing Partner
