Environmental, Social and Governance Investments

Investing for global good. Environmental, social, and governance Investing provides an alternative way to invest to achieve both your financial goals, as well as your moral and ethical goals in the context of the global economy.

Positive options

The aim of ESG is to produce positive options to allow investors to make contributions to the world or to the solutions of global issues without having to reduce their expected return profiles. ESG funds contribute globally in many different ways, but the primary areas that most ESG funds focus on are a scale of Responsible Investing, Sustainable Investing and Impact Investing.

We’ve built our panel of ESG offerings to match these broad areas of investment outcomes that a client is likely to want.

Responsible investing

Responsible investing tends to use traditional investment methodology and institutions in order to gain an appreciable ESG outcome without the additional costs of maintaining additional ESG research.

Sustainable investing

Sustainable investing focuses on funds that do not contribute to the degradation of the global ecosystem or otherwise generate returns from potentially harmful industries, such as fossil fuels.

Impact investing

Impact Investing is targeted towards funding solutions to the global issues facing the human race and the planet’s ecosystem. Doing no harm may not be enough, and for those clients who wish to be an active part of the solution the impact funds are excellent options.

Responsible

Our first panel member is a signatory of the UN Principles of Responsible Investing. This means that they integrate ESG into all their funds.

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Sustainable

Our second panel member’s Sustainable funds invest in industries and push investments towards areas with a higher ESG score, such as renewable energy.

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Impact

Our third panel member’s impact fund directs capital to investments supplying a better, cleaner society. They use a thematic approach, allowing for opportunities which positively impact people and the planet.

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Past performance is not a guide to, nor does it guarantee, future performance. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice or trusts or cash flow modelling.

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