Ethical Investments

Investing ethically means different thigs to different people. We believe that all our clients are individuals, and no one size fits all. At its core ethical investing is about considering how your money is being put to use.

There is no standard approach to ethical investing but broadly speaking there are four key areas:

  • Socially Responsible Investing (SRI) – These funds tend to avoid controversial financing such as firearms, tobacco, and gambling.
  • Environmental, Social & Governance factors (ESG) – ESG funds differ from SRI funds in that they consider when selecting companies how environment, social and governance risks and opportunities can cause an impact on a company’s performance.
  • Impact funds – These funds look to create ethical changes within a company
  • Faith based funds – These funds invest in stocks that align with religious values and ideals

As companies are generally beginning to take steps towards ethical and sustainable practices, opportunities for ethical investments increase. Likewise, companies are aware of these ethically conscious investors, which in turn encourages them to embrace ethical operations. This circle is constantly growing and by taking part, we can help bring positive change to the world.

But how does this impact performance? Independent research by Morningstar (How Does European Sustainable Funds’ Performance Measure Up? – Published June 2020) supports our view that performance needn’t be sacrificed due to ethical concerns, as over the last 10 years there has been no need to forgo performance to ensure investments are sustainable.

If you are interested in ethical investing, we can discuss with you what areas you particularly want to focus on and invest on this basis. We have a range of risk rated ethical portfolios designed specifically for ethical investing.

Our advisers can help build a bespoke portfolio to meet your needs and if you subscribe to our ongoing service your plans will be regularly reviewed and rebalanced to help keep things on track.

Let us help you achieve your financial goal by contacting us today.

Meet Mark Evans, our expert in Investment Advice.

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