Some of our private clients have adopted the Cazenove Capital SRI policy. This enables them to invest in pooled vehicles, but in the knowledge that their shareholding is being used to push for change within companies and to promote improved corporate responsibility. Others prefer to screen out certain sectors from their segregated portfolios. Some choose to apply an ethical investment policy to their third party fund selection. We can offer a combination of all of the above depending on the size of the client’s portfolio. All clients benefit from the inclusion of social, environmental & ethical research and sustainable investment thematics that are an integral part of our investment process.
