Sustainable investment

Many clients choose to go further than ESG integration and invest in a way that actively looks to avoid harm and seeks to create positive outcomes for people and the planet.

For these clients, we offer our award-winning sustainable investment approach. We work to understand your values and how to best reflect them in your investment strategy. You have a direct say on how your wealth can work - aligning your portfolio with your sustainability priorities, while still seeking attractive financial returns.

Our sustainable investment strategies avoid harmful industries and aim to allocate to in investments that provide an overall positive sustainability outcome based on environmental and social factors. We may also allocate a proportion of the portfolio to investments that aim to contribute to solutions in areas of environmental and social need, by including investments that seek to drive progress towards achieving one or more of the UN Sustainable Development Goals (SDGs).

Investors increasingly want to quantify the impact their holdings have on society and the environment. 

Our adopted Impact Management Framework enables us to choose investments that aim to create positive change. As part of this framework, we have our award winning* impact measurement tool, SustainEx. This allows us to quantify the benefits and costs that companies would face if their positive and negative impacts on the world around them were priced. We measure the potential impact of your investments on people and the planet. We can quantify the carbon footprint of your portfolio, for example, and help you reduce it. We can also estimate the monetary value of the social benefits – and costs – that your portfolio generates.