We believe that all investments should be responsibly made, whether or not they are within a portfolio with specific ethical requirements.
Every client who invests with us has a right to ensure their investments are aligned to their values and objectives.
Managing environmental, social and governance (ESG) risks
We believe that companies which manage the environmental, social and governance (ESG) risks within their businesses well are more likely to deliver attractive long-term returns than their competitors who do not. This means that every single investment we make is considered in reference to the environmental, social and governance risks associated with it.
We have created a range of investment options for those clients who wish to pursue positive change through their investments.
We have investment options for clients with specific cultural, ethical or religious needs to be met, or who wish to exclude certain investments in order to remain true to their personal objectives.
What is responsible investing?
Investing responsibly involves considering whether the companies and funds in which we invest manage the risks associated with environmental, social and governance (ESG) issues well. A responsible investor believes that this is likely to lead to better long-term returns and is the right thing to do. Responsible investing does not exclude particular types of companies.
For example, it may still involve investment in an oil company. However, it will favour one that works hard to tackle the impact of fossil fuels, over one that does not take appropriate action.
We have a series of processes which we go through before making any investment to ensure these issues are considered across all the portfolios we run – whether that portfolio explicitly pursues an ESG goal or not.