Sustainable Investing

Helping you meet your sustainable investing objectives

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.

The right-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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