Ethical Investing

Responsible investment allows you to meet your financial goals whilst reflecting your personal values and beliefs. There are broadly three main approaches which can be adopted towards responsible investment:

Support or Positive Screening

Funds seek to invest in companies that have a commitment towards responsible business practices, products and or services.

Avoidance or Negative Screening

This is the most widely recognised form of responsible investing. Possibly the easiest example of this is that no acknowledged UK ethical, socially responsible investment (SRI) or ecological/environmental fund invests in tobacco companies.

Engagement or Shareholder Activism

Used by some fund managers, fund management groups and life offices to encourage more responsible business practices. Can produce worthwhile results but does mean holding shares in companies that would have, perhaps, been excluded through negative screening.

We will help you to decide on which approach or which combination of approaches is right for you.