ESG, Ethical and Sustainable investing
Our ethical portfolios are designed to meet a wide spectrum of client views and values, providing the risk-adjusted returns and integrity that ESG minded clients ask of their investments.
- 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.
![A view from the floor of a forest, looking up to a sky that's framed by evergreen trees](https://app-parmenion-cms-prod.azurewebsites.net/media/hjfppuju/brian-garrity-tek76jr3jpa-unsplash.jpg?width=590&height=332&format=webp&quality=80)
A growing opportunity
Bringing ESG into your investment proposition can broaden your client base and strengthen your appeal to younger generations1. 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 Sustainable Investing Tracker Study 2023
![A cropped photo showing the feet of a father and his son, both wearing boots and stood in a woodland](https://app-parmenion-cms-prod.azurewebsites.net/media/iy4am21b/daiga-ellaby-7edwo30e32k-unsplash.jpg?width=590&height=332&format=webp&quality=80)
A choice of ESG portfolios, for every client
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 active Ethical Profiles to cover four 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.
![Edited photograph of icebergs in green/blue sea](https://app-parmenion-cms-prod.azurewebsites.net/media/ox3pp43m/annie-spratt-bqytthezzuo-unsplash.jpg?width=590&height=332&format=webp&quality=80)
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.
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), scroll to find out more.
![ESG Hand Butterfly 01](https://app-parmenion-cms-prod.azurewebsites.net/media/n1kfmddm/esg_hand_butterfly_01.jpg?width=1485&height=1920&format=webp&quality=80)
Ethical Profile A (Responsible Leaders)
Investing in well-managed companies that aim to benefit the environment and society with strong governance. A good potential fit for clients who want broad exposure to ethical investing.
Read more![Ethical A](https://app-parmenion-cms-prod.azurewebsites.net/media/k4xlhzwk/ethical-a.jpg?width=1485&height=1920&format=webp&quality=80)
Ethical Profile B (Sustainability Leaders)
Investing in companies aiming to address social and environmental challenges. A good potential fit for clients who want to make a difference by investing in companies that provide products and services aiming to tackle these challenges.
Read more![Ethical B](https://app-parmenion-cms-prod.azurewebsites.net/media/4nxgftcw/ethical-b.jpg?width=1485&height=1920&format=webp&quality=80)
Ethical Profile C (Ethical Leaders)
A blend of positive selection and negative screening. A good potential fit for your clients who want to invest in companies that take their responsibilities to the environment and society seriously, with some negative screening.
Read more![Ethical C](https://app-parmenion-cms-prod.azurewebsites.net/media/q4xluln1/ethical-c.jpg?width=1485&height=1920&format=webp&quality=80)
Ethical Profile D (Traditional Ethical Leaders)
Portfolios aiming to avoid controversial sectors and activities. A good potential fit for clients who want to (as much as practicably possible) exclude businesses involved in controversial activities by holding them to a strict set of ethical guidelines.
Read more![Ethical D](https://app-parmenion-cms-prod.azurewebsites.net/media/d0tpgti4/ethical-d.jpg?width=1485&height=1920&format=webp&quality=80)
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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
Read our latest insights on the world of ESG Investing
Meet the managers
Speak to us to find out more about our range of ESG Investing solutions.