The parent companies of the asset managers listed on The Big Exchange (TBE) range from small ‘boutique’ firms owned by employees to leading international banking groups.
This article does not constitute investment advice. If you are unsure whether an investment is suitable for your circumstances, you should contact an independent financial advisor.
The parent companies of the asset managers listed on The Big Exchange (TBE) range from small ‘boutique’ firms owned by employees to leading international banking groups.
We understand that when seeking investments which align with their values some people focus on the impact made by companies held within a particular fund whilst others think it important to consider the wider activities of the parent firm, or other products offered by the same asset manager.
For those customers that would like a bit more detail, we have put the table below together to show all the firms currently on the Big Exchange and their parent companies as of 31 May 2025.
Concerned about fossil fuels?
It is important to note that asset managers usually have their own investment governance structures and operate independently from their parent companies when setting out their stance on fossil fuels.
In fact, asset managers typically employ firm-wide ESG (Environmental, Social & Governance) criteria to ensure that all companies held meet high standards within their industries. They are also likely to engage regularly and vote at company AGMs (Annual General Meetings).
Furthermore, individual funds will have their own policies, reflecting the strategy adopted, on what is acceptable exposure (both direct and indirect), and this will also determine where your money is invested.
Looking at the table above, parent banks may lend money to companies involved in fossil fuel exploration and production. However, these loans could have been made some time ago for long-term projects, and it may be the intention to wind down exposure as loans mature then redirect funding to the development of renewables. Most banks set out their own net zero targets and policies.
It’s your decision as to where to draw the line. For example, many leading suppliers of renewable energy still have legacy fossil operations and even companies with high positive impact products and services may use energy which is not 100% green, or transport powered by fossil fuels. In such cases it may be worth examining their intentions to achieve net zero (sustainability/impact reports are a good place to find plans laid out).
We do offer funds that support a ‘just transition’ from black to green, taking a pragmatic approach to working with those companies that are transitioning. This means making sure that they have measurable targets and tangible results before and during investment.
Please remember that when investing, making money is not guaranteed and your capital is at risk. The value of your fund can go down as well as up. Tax treatment depends on an individual’s circumstances and may be subject to change.
This communication does not constitute investment advice. If you are unsure whether an investment is suitable for your circumstances, you should contact an independent financial advisor.
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