The ultimate goal of our Ethical and Sustainable Investments is to generate strong and consistent investment returns for clients, whilst supporting sustainable, environmental, social & governance (ESG) philosophies. In short, investing for good.

The portfolios will aim to achieve this by investing in a diversified range of funds which incorporate themes such as renewable energy, financial inclusion, education, social housing, climate change action, sustainable waste management and renewable material production. In 2015, the United Nations (UN) created the Agenda for Sustainable Development 2030. Through the Agenda, the UN and its 193 member states build on decades of a shared vision to create a sustainable world and a better future for all.

Responsible

We use exclusionary or negative screening to avoid funds investing in companies with connections to activities or industries deemed controversial or unacceptable. This allows us to avoid investments that do not meet policy thresholds and moral or ethical beliefs.

Sustainable

We incorporate the integration of environmental, social and governance factors through selecting funds that have it as a core element of their investment mandate.

Impactful

Through impact investing, we aim to achieve financial profitability by investing in funds that select companies determined to create a positive environmental and social impact.