Blog

Collective Investments

15 Feb 2025 Economics

Why ESG-Focused Funds might be a Strong Investment Choice

Despite a history of greenwashing and historically dubious definitions of what defined an Environmental, Social, and Governance (ESG) qualifying investment, sustainable investing has now shifted from an ethical to a practical financial strategy. Investors, emboldened by new, robust governance of what constitutes an ESG…

Investment Strategies

14 Feb 2025 Investment Strategies

Business Relief? Perhaps, but at what cost?

ShareSoc member Mark Lauber dissects the inheritance tax service from Rockpool Investments Hardman has issued a research piece on the Rockpool Inheritance Tax Service. Fair play to them…

Economics

24 Jan 2025 Economics

Will Passive ETFs be the Death of Capitalism?

A growing trend of flows away from active investors to passive index trackers may damage the price discovery process and efficient capital allocation. My attention was recently drawn…

Corporate Stewardship

20 Dec 2024 Corporate Stewardship

Activist Intervention in Investment Trusts and Shareholder Democracy

This article reflects the opinions of its author and not necessarily those of ShareSoc. Saba Capital may be able to force changes due to shareholder apathy and disenfranchisement…

Education

20 Nov 2024 Education

Funds should not be judge and jury of their benchmarks

This article reflects the opinions of its author and not necessarily those of ShareSoc. Royal London marketing email re profit sharing prompts Cliff Weight to investigate the real…

Corporate Governance

25 Sep 2024 Corporate Governance

Net Asset Value (NAV) Write-down at DGI9

This article reflects the opinions of its author and not necessarily those of ShareSoc. Was fund manager Triple Point overpaid? As Sachin Saggar comments in this piece, it…

Corporate Governance

10 Apr 2024 Corporate Governance

Investment trusts: time for boards to earn their corn

This article reflects the opinions of its author and not necessarily those of ShareSoc. Why boards can’t leave everything to the market. Or to the manager. Every morning…

ShareSoc

13 Feb 2024

January 2024 Update from the Wellesley Investors Action Group

This article reflects the opinions of its author and not necessarily those of ShareSoc. Cliff Weight originally highlighted the Wellesley Investors Action Group, in this article. I still…

Insolvency and Administration

21 Dec 2023 Insolvency and Administration

Too good to be true investment returns – Another SIPP provider collapses

This article reflects the opinions of its author and not necessarily those of ShareSoc. Need for name on register further evidenced as high costs of administration seem likely…

Accounting and Audit

15 Nov 2023 Accounting and Audit

When is an Investment Trust not an Investment Trust?

This article reflects the opinions of its author and not necessarily those of ShareSoc. Opaque Accounts of Alternative Asset Trusts Traditionally, investment trusts invested in highly liquid, listed,…

Company News

27 Oct 2023 Company News

IBP Special Administration and Thames Ventures VCT 1

This article reflects the opinions of its author and not necessarily those of ShareSoc. I have a very small holding in Thames Ventures VCT 1 (TV1). This is the…

Corporate Governance

9 Sep 2023 Corporate Governance

A Tale of Two Investment Trusts

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Salutary Lessons for Directors and Shareholders of Trusts Investing in Alternative…

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