Sustainable Investing

Helping you meet your sustainable investing objectives

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ESG Investing (Sustainable Investing) is growing exponentially as more investors utilize ESG and climate data and tools to support their investment decision-making.

ESG investing is the consideration of environmental, social and governance (ESG) factors, alongside financial factors, in the investment decision-making process.

Environmental factors look at the conservation of the natural world, social factors examine how a company treats people both inside and outside the company and governance factors consider how a company is run. By considering ESG factors, investors get a more holistic view of the companies they back, which can help mitigate risk and identify opportunities.

But the context for ESG requirements is critical.

Many people have specific ethical desires when it comes to investing but to satisfy just those requirements, they would end up with a very narrow range of equities, which are not necessarily good long-term from a growth or diversification point of view.

ESG investing

Investments somewhere to the right side of the below scale are generally where returns matter less than environmental impact.

Conversely, the left-hand side of the scale is also a mismatch with the basic elements of a robust investment philosophy. That is – diversification, global exposure, long-term, market-based, and low cost.

ESG investing as a whole is still in its infancy and therefore investors should tread with some caution, as there are many portfolios which either offer a very light “screening” of companies, so sit too far to the left of the spectrum, or too far to the right, which makes them more impact investing or philanthropic.

We can help you meet your sustainable investing objectives whilst helping to deliver a successful investment experience.

Let’s discuss your specific needs and how I can help you meet your objectives

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  • Published On: September 16, 2022|3.7 min read|

    The rise in popularity of ESG investing

    ESG Investing (Sustainable Investing) is growing exponentially as more investors and issuers utilise ESG and climate data and tools to support investment decision-making.

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Testimonials

Pierce Cook

Commercial Director - ChatAbout LLP

So grateful for her insight

Jess is an ex-colleague from the Financial Times but latterly, we have worked together again at Mindful Money where Jess writes a regular offshore Private Adviser column for us. I am grateful for her insight and advice to our readers and only wish that she had more time to write more for us!

Simon Field

Executive Partner - Gartner

A real pleasure to work with

I have known Jessica for a couple of years, and have no hesitation in recommending her as a financial advisor. Jessica has helped organise my savings, providing insights and valuable advice without ever making me feel that I am being pushed towards some pre-determined agenda.

She has always made sure that she understands what it is I want to achieve before setting before me a choice of options. And her advice and explanations are clear without being patronising. A real pleasure to work with

Neil Irwin

Global Head of Distribution - Cignia

Jessica saved me a significant amount of tax

Ive met many financial advisers over the years but can honestly say Jessica has the highest integrity and ability of any financial adviser I’ve met to date. She listens carefully, understands exactly what my objectives and risk appetite are before providing appropriate and alternative options. Her timely advice saved me a significant amount in tax and she is now entrusted with managing the pension pot I worked so hard to build over the last 25 years.

Jessica immediately identified the problem with the way my pension fund was set up and put in place a completely different fund that suited my attitude to risk. The fund has grown approx 18% since Jessica took it over.

Jessica immediately identified the problem with the way my pension fund was set up and put in place a completely different fund that suited my attitude to risk. The fund has grown approx 18% since Jessica took it over.