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 ethical 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
A quick note on terminology
We talk about "Ethical Investing” here to keep things straightforward. We see the term as more accessible when it comes to understanding the purpose of our investment solutions. But there's lots of terms used to describe ethical investing. Each have nuances, but all describe investment strategies mindful of social and/or environmental issues. We’ve put together a helpful A-Z of ESG document to explain the key terms.
Ethical investing you can believe in
Since 2012, we've led the way in ESG-friendly, sustainable investments, providing a well-established, multi-award-winning ethical solution. With advisers increasingly discussing climate change, sustainability, and ethical preferences with clients as part of their KYC obligations1, with us you can offer an ethical solution you and your clients can believe in.
1NextWealth Sustainable Investing Tracker Study 2023
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.
A choice of 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 solutions - which we call 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.
Balancing financial performance and ethics
We strongly believe markets have an important role to play in helping tackle key sustainability issues, but the companies we invest in aren't 100% focused on solving these issues and are ultimately aiming to deliver financial performance. We invest in large, listed companies and not everyone will agree with all the underlying holdings from an ethical perspective.
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.
Our range of ethical solutions
We offer four active managed Ethical Profiles (A-D), and a Passive ESG solution, for those looking for something more cost-effective. Each have pros and cons, click below to see how they differ, or keep scrolling for more detail on each solution.
Our reports and resources
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
