Investments tailored to your ethical views
For clients who want to ensure their portfolios are aligned with their ethical values, we integrate environmental, social and governance (ESG) factors into their investment strategy.
Our ESG Portfolio Service is aimed at clients with a minimum investment of £400,000.
We take a three-tiered approach to integrating responsible investing.
We start by avoiding companies exposed to activity that can damage society or the environment (such as the mining, gambling and tobacco sectors).
We then build portfolios around companies that have strong environmental, social and governance standards, while avoiding those that perform poorly.
Finally, we look to invest into companies that generate a measurable positive social or environmental impact, alongside offering an attractive financial return. We assess whether companies’ products or services address the UN Sustainable Development Goals.
Thorough due diligence
We want you to have comfort in the authenticity of the sustainability credentials of the companies in your ethically aligned portfolio. We have partnered with specialist research firm Ethical Screening, who support our internal research, as well as our reporting to you.
How we work with you
We pride ourselves on delivering a highly personalised service to our clients.
We want to get to know our clients. Your dedicated investment manager will work with you to understand your requirements, providing you with an accessible point of contact on an ongoing basis.
We communicate in clear language, seeking to avoid financial jargon, whilst keeping you informed of the progress of your portfolio.
We keep you fully informed of every action taken in your portfolio, as and when decisions are implemented.
Annual ESG Reporting
We will provide you with reports detailing the ESG credentials of the companies in which you are invested, whilst also highlighting any ethical concerns.
Semi-annual performance data keeps you informed of your portfolio’s progress.
Through our secure online portal, you will be able to access all correspondence relating to your portfolio, alongside daily valuations.
We provide quarterly valuation updates, with more regular reporting available if needed.
You will receive statements for tax purposes where relevant, which we can also share with your accountant.