Sustainable Investment

Socially responsible investing, social investment, sustainable socially conscious, "green" or ethical investing, is any investment strategy which seeks to consider both financial return and social/environmental good to bring about social change regarded as positive.

ESG Investor Returns

In 2020 many ESG funds outperformed their 'traditional' conterparts.

Moving to ESG Investment

Moving your existing pension or investments to a more sustainable portfolio isn't complicated.

 

We can formulate a recommendation that works for you.

Advice

We would be delighted to help you re-shape your portfolio.

Use the contact form below to arrange a no-commitment conversation with one of our advisors. 

Sustainability Factors - Investment/IBIPS/Pension Advice When providing advice, the firm considers the adverse impact of investment decisions on sustainability. As part of our research and assessment of products, the firm will examine the Product Providers literature to compare financial products and to make informed investment decisions about ESG products. The firm will at all times act in the client’s best interests and keep clients informed accordingly. The consideration of sustainability risks can impact on the returns of financial products. Remuneration policy: We are remunerated by commission and other payments from product producers. When assessing products, we will consider the different approach taken by product providers in terms of the rating sustainability risks into their product offering. This will form part of our analysis for choosing a product provider.

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