ESG, Ethical and Sustainable investing

Our ethical portfolios are designed to meet a wide spectrum of client views and values, providing the risk-adjusted returns and integrity that ESG minded clients require from their investments.

Some things to be aware of

The information on this website is for financial professionals only

The value of investments can go up as well as down

There’s no guarantee that models or funds will meet their objectives

Investors could get back less than they pay in

Past performance is no indication of future returns

1000+

Advisers

£700m

Assets Under Management

10+ year

Track record

 

Ethical investing you and your clients can believe in

Since 2012, we’ve been leading the way in ESG-friendly, sustainable investments. With us, you can offer your clients a well-established and multi award winning ethical investment solution that you and your clients can believe in.

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A growing opportunity

Bringing ESG into your investment proposition can broaden your client base and strengthen your appeal to younger generations. Advisers are increasingly asking their clients about their views on climate change, sustainability and ethical preferences are part of their product suitability advice, seeing it a key part of their KYC obligations.2

1cnbc.com - Millennials spurred growth in sustainable investing for years...

2NextWealth ESG tracker 2021

Read our guide to ethical investing
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One size won’t fit all

Demand for ethical investing has grown rapidly in recent years, as has the range of ethical investment styles. We make it simple by offering a choice of four active Ethical Profiles to cover the main styles of ethical investing. Each client will have their own personal views on ethical issues, so our profiles aim to capture a broad cross section of the investible universe, to suit a host of values and beliefs.

View our decision tree
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Trusted, expert oversight

Our ethical solutions come with independent oversight from an experienced panel of ethical and ESG experts that play a critical role in helping us deliver to the requirements of our Ethical Profile mandates. These experts support our fund manager due diligence and providing expert challenge and guidance on our solutions, so you can be confident your client’s money is in the right place.

Meet our EOC

Styles of ethical investing

Responsible

Responsible investing has a broad consideration of Environmental, Social and Governance aspects with active voting and engagement.

Positive selection

Positive selection considers Environmental, Social and Governance purposes in the investment choice, with some contentious sectors excluded.

Sustainable

This style supports the transition to more sustainable behaviour, with an Environmental and Social focus.   

Negative screening

This means strict avoidance of contentious sectors across areas including environmental damage, human rights abuse, tobacco production and more.

Mollie Oneil 1920W

The investment process is not just choosing who’s out and who’s in. Investors can influence companies and help generate more positive ESG outcomes through engagement with senior management and proactive voting policies

Mollie Thornton
Senior Investment Manager

Speak to us to find out more about our range of ESG Investing solutions.