ESG, Ethical and Sustainable investing

Our ESG portfolios are designed to meet a wide spectrum of client views and values, providing the risk-adjusted returns and integrity that ESG minded clients require from their investments.

For financial professionals only

Please note:

The information on this page is only suitable for financial professionals.
Past performance is no indication of future returns and investors could get back less than they pay in.
There’s no guarantee that models or funds will meet their objectives.
The value of investments can go down as well as up.

1000+

Advisers

£700m

Assets Under Management

10+ year

Track record

Ethical investing you and your clients can believe in

Since 2012, we’ve been leading the way in ESG-friendly, sustainable investments. With us, you can offer your clients a well-established and multi award winning ethical investment solution that you and your clients can believe in.

Read the A to Z of ESG

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ESG funds are a growing opportunity

Bringing ESG into your investment proposition can broaden your client base and strengthen your appeal to younger generations. Advisers are increasingly asking their clients about their views on climate change, sustainability and ethical preferences are part of their product suitability advice, seeing it a key part of their KYC obligations.²

¹cnbc.com - Millennials spurred growth in sustainable investing for years...

²NextWealth ESG tracker 2021

Read our guide to ethical investing

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A choice of ESG portfolios, for every client's choice

Demand for ethical investing has grown rapidly in recent years, as has the range of ethical investment styles. We make it simple by offering a choice of four active Ethical Profiles to cover the main styles of ethical investing. Each client will have their own personal views on ethical issues, so our profiles aim to capture a broad cross section of the investible universe, to suit a host of values and beliefs.

View our decision tree

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Trusted, expert oversight

Our ethical solutions come with independent oversight from an experienced panel of ethical and ESG experts that play a critical role in helping us deliver to the requirements of our Ethical Profile mandates. These experts support our fund manager due diligence and providing expert challenge and guidance on our solutions, so you can be confident your client’s money is in the right place.

Meet our Ethical Oversight Committee (EOC)

Styles of ethical investing

Responsible

Responsible investing has a broad consideration of Environmental, Social and Governance aspects with active voting and engagement.

Positive selection

Positive selection considers Environmental, Social and Governance purposes in the investment choice, with some contentious sectors excluded.

Sustainable

This style supports the transition to more sustainable behaviour, with an Environmental and Social focus.

Negative screening

This means strict avoidance of contentious sectors across areas including environmental damage, human rights abuse, tobacco production and more.

Our range of ethical solutions

We offer four Ethical Profiles - A-D - each with 10 Risk Grades. Responsible Leaders (A), Sustainability Leaders (B), Ethical Leaders (C) and Traditional Ethical Leaders (D) Read our guide for more detail on each profile.

Read our guide

Ethical Profile A (Responsible Leaders)

ESG portfolios with a focus on good governance and encouraging responsible behaviour. A good potential fit for your clients who want the broadest exposure to ethical investing.

Ethical Profile B (Sustainability Leaders)

ESG portfolios with a focus on addressing environmental and social challenges. A good potential fit for your clients who care most about sustainability and tackling issues such as climate change or access to healthcare and education.

Ethical Profile C (Ethical Leaders)

ESG portfolios with a focus on addressing environmental and social challenges but with some negative screening. A good potential fit for your clients who want to invest in companies with a positive ethical purpose, with some negative screening.

Ethical Profile D (Traditional Ethical Leaders)

ESG portfolios with a focus on avoiding controversial business practices and contentious sectors. A good potential fit for your clients who want strict screening to avoid controversial sectors including environmental damage, human rights abuse, tobacco production and more.

The investment process is not just choosing who’s out and who’s in. Investors can influence companies and help generate more positive ESG outcomes through engagement with senior management and proactive voting policies
Mollie Thornton
Senior Investment Manager