Holly Mckay
Holly MackayFounder and CEO

Do you know where I could find some statistics that my students could analyse to look for trends in, and summarise stats for, how ethical/green investments are performing compared to traditional investments?

01 March 2022

Question by Stuart

Hello,

I am a Maths teacher in an international school. Do you know where I could find some statistics that my students could analyse (basic to intermediate level) to look for trends in, and summarise stats for, how ethical/green investments are performing/their popularity/etc compared to traditional investments?


Answered by Holly Mackay

I think getting them to have a look at robo adviser Nutmeg is a good starting point. They have so called Traditional Portfolios and also Socially Responsible Portfolios. You can dig around and find quite granular detail here – and compare performance and attribution. Do give me a shout if you can't find it -will be happy to ask them for any data sets which are public domain/ which they can share if you get stuck! Good luck – great project by the way! Wealthify is another provider with Traditional and Ethical variants although any granular data here is more sparse.

Answered by

Holly Mackay

Founder & CEO, Boring Money

I’ve worked in investment markets for over 20 years. I started out at Merrill Lynch Investment Management and worked at a few big names before setting up my first business in 2008.