We consider environmental, social and governance (ESG) factors in every investment decision we make for all of our clients
This practice is a fundamental part of our investment process and can increase financial returns as well as enable your wealth to help provide a better future.
We understand that the definition of a ‘socially responsible’ investment can vary considerably. Consequently, individuals will have different sets of criteria in determining the investments that may be held in their portfolios. Typically, these are also subject to change over time as new issues (for example, climate change) become more central to investors’ opinions of what constitutes a socially responsible investment.
We listen carefully to your views so that your portfolio reflects your values and is managed accordingly.
Once we have a deep understanding of your values we are able to screen securities to create a suitable investment universe from which to design your portfolio.
We can also actively search for investment opportunities that make a positive contribution to society or the environment and allocate a portion of the portfolio to this approach.
Template Socially Responsible Portfolios
Our template socially responsible portfolios are a great starting point and are particularly helpful for investors who would prefer a bit of guidance. They avoid harmful and controversial sectors, include sustainability-rated direct equity investments and funds with ethical mandates.
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