Sustainable Investing/ESG

What sustainable investing means to us.

We understand that all clients have different needs and preferences regarding investing, which is particularly true in the world of sustainable investing. These preferences frequently focus on the more controversial and often subjective investment themes of alcohol, armaments, gambling, tobacco, pornography, oil/gas and animal testing.

Our experience tells us that clients who have a more ethical mindset tend to be more interested in the portfolio’s underlying positions. Sustainable investing covers a broad church of investment strategies, and this means the discussions between adviser and client to confirm the investments suitability are particularly important.

The sustainable portfolios we look to recommend deliver a balance of financial returns with the social consequences and environmental impact of the underlying holdings, by blending various sustainable funds. The balanced approach aims to construct more diversified portfolios using the strategies outlined.

Exclusions

Sustainable Focus

Impact Investing

Our view is that by holding various funds with differing investment styles and approaches, the overall portfolio will provide diversification benefits reflected through performance over time.

A rise in demand from clients for investment options that seek to consider both financial returns and positive environmental and social impacts has led to a raft of ethical. ESG and sustainable fund launches over recent years.

Never too late (or too early) to investigate sustainable investing

Our goal is to cater for clients who wish to invest in companies and organisations with the purpose of generating measurable social and environmental impact, alongside a financial return. Diversification is vital to achieve log-term financial goals, and this is no different when investing sustainably.