Ethical Investments
We are well established in this area of advice and expertise.
Considering ethical investments means that you prefer to consider a range of investment styles which go beyond just financial returns to incorporate your ethical, social and responsible values into the investment process.
Understanding what's important to you
We understand that some clients will wish to avoid companies associated with tobacco, fossil fuels, gambling, arms etc.
Another common term, or more accurately three-letter acronym, is ESG. This refers to the three key factors used by investment companies to evaluate corporate behaviour:
- Environmental criteria – for example, carbon emissions, waste management and air or water pollution
- Social criteria – for example, human rights, labour standards and data security
- Governance – for example, board diversity, business ethics and executive remuneration.
Sustainable investing uses ESG principles to actively select companies that make a positive impact on the world. This approach is less restrictive than ethical investing as it allows for the fact that organisations are typically not either all good or all bad. For example, under a sustainable investment strategy, a fund manager would be allowed to invest in an oil company that was developing clean, renewable energy sources.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.
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