Sustainable investment

Careful consideration of material Environmental, Social and Governance (ESG) factors helps to inform our investment decisions to identify opportunities and minimise the risks of failing to adapt. However, 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 seek out companies who prioritise creating value for their key stakeholders i.e. employees, customers and the environment, as well as those creating solutions to areas of environmental and social need, to drive progress towards achieving the UN Sustainable Development Goals (SDGs).

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

Our award winning* impact measurement tool, SustainEx, 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.

Each year, we release our Sustainability and Impact Reports for each of our sustainable flagship funds: the Sustainable Growth and Sustainable Balanced Funds for our private clients, and the Sustainable Multi-Asset Fund for our charity clients. You can read more about our estimated amalgamated impact achieved across all three of our sustainable flagship funds.

We believe it is in the interests of our clients to be responsible owners, and accordingly, we exercise our voting powers and actively engage with companies on strategy, risk, performance and governance.

Active ownership is using our influence as a global investment manager, through engagement and voting, to help companies adapt and thrive in a changing world. Importantly, it has long been a key part of our investment philosophy, and plays into our Climate Transition Action Plan – how we intend to transition our assets under management to net zero by 2050 or sooner.