Sustainable investing
Investing for a better future…
We understand the power investments can have to drive positive change in society while generating returns.
A unique range of risk-rated Sustainable portfolios
For clients that prioritise the importance of Environmental, Social and Governance (ESG) principles within their portfolio, we have a range of Sustainable investment strategies that can be harnessed.
Like our core investment portfolios, controlling risk remains at the heart of these with risk levels set with reference to global equity markets. We also aim to employ wide diversification to reduce exposure to any one risk factor and improve risk-adjusted returns.
In addition to our core principles, the Sustainable strategies have three primary areas that they look to adhere to:
Impact
We prioritise investing in managers who actively support companies and products that are making a positive impact on society. In particular, we favour managers who are dedicated to addressing global challenges and contribute to the achievement of the United Nations Sustainable Development Goals (SDGs).
Sustainability
When constructing our Sustainable portfolios, we partner with third-party fund managers who have demonstrated expertise in sustainability integration and engagement within their investment process. This approach allows us to mitigate risks associated with environmental and social issues and potentially seize opportunities arising from sustainable innovation.
Negative Exclusions
Our Sustainable strategies have a screening process applied to them to remove companies engaged in activities that are inconsistent with our values and the sustainability agenda. The portfolios exclude the worst offenders, including but not limited to tobacco, controversial weapons, thermal coal, gambling, and palm oil.
The overall approach looks to deliver competitive financial returns whilst simultaneously aligning with sustainable principles.
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Investment management
We are unconstrained, multi-asset class investors with an award winning track record. The asset management team serves both institutions and individuals. This focus and experience means our UK private clients have access to superior investment solutions that are typically unavailable to retail clients.
Investment process
Our team of experts will partner with you to tailor a suitable investment mandate with an appropriate risk budget. Our Asset Allocation Committee shapes the core components of our investment portfolios before assigning capital to various asset classes through an allocation to third party managers.
Track record
We have a long track record of producing superior risk-adjusted returns for our clients. This is in part due to our ability to consistently identify third-party investment managers who outperform their benchmarks. We do this through a proprietary ‘Five Factor’ model designed to identify investment manager capability.
Sustainable investing
We believe in responsible investment management, and so Environmental, Social and Governance (ESG) factors are assessed prior to making any investment decision. We then continue to work closely with third party managers on an ongoing basis to improve their ESG performance.
Professionals
Our expert investment management team has an established history of working in partnership with professional intermediaries. We help provide the support your clients may need and understand the requirements of each separate case prior to designing a suitable investment strategy.
