Investing your wealth should be aligned with your principles. We create responsible, sustainable portfolios that match both your financial goals and personal values.
Our discretionary Sustainable Portfolio Service enables you to choose investments based on how they contribute to society and the planet, alignment to the United Nations Sustainable Development Goals, as well as their profitability.
When constructing our sustainable portfolios, we apply a strict set of criteria in conjunction with our sustainability rating tool.
We exclude companies in certain sectors that carry out activities that may be harmful to society or the planet. For example, if they have a high carbon footprint or poor labour conditions. We may also exclude investments in countries with poor human rights records.
We prioritise investing in companies with sustainable practices. For example, if they’re contributing to resolving global issues such as water scarcity.
We actively seek to invest in companies that have a strong focus on the environment, society and good corporate governance and that are determined to create a positive environmental and social impact.
We produce regular research on key sustainable investing themes and trends as well as insights into how we incorporate sustainability into our own business.