Our choices matter – our investment decisions have an impact.
At Cazenove Capital we look to understand, measure and manage the impact of your investments. Our sustainability portfolios invest for a better future, meeting your financial goals while at the same time, generating a positive impact for people and the planet.
Together we can help drive progress toward achieving the United Nations Sustainable Development Goals, by understanding your intention, taking action and investing for impact.
Our sustainable balanced portfolio has an equity carbon footprint 63% lower than that of the global equity market.
Based on £1m invested in the Balanced model (65% in equities) the equity emissions saving is the equivalent to the below:
The annual energy usage of 8 homes
Taking 15 cars off the road for a year
Planting and growing 1,170 tree seedlings for 10 years
Source: 30/06/2020. Carbon footprint is based on the average carbon intensity (tonnes CO2e/$mn of revenues) of portfolio companies, weighted by their position size based on MSCI data.
We measure the impacts of the stocks we invest in using Schroders award-winning impact measurement tool SustainEx. This looks at all company activities from staff wages, products and services to salaries paid and looks to assess the impact, both negative and positive, that these activities have on society. The companies in our Sustainable Balanced portfolio create five times the social benefit than the global equity index, as measured by SustainEx.
The beneficiaries of a family trust wanted the trust assets to better reflect their commitment to environmental and social causes. We explained to the trustees how they could incorporate impact and sustainability objectives into a portfolio without sacrificing financial return.
We helped our clients identify a suitable charitable giving vehicle and fund it tax-efficiently. We now manage their charitable assets in line with a mandate encompassing both financial and sustainability objectives. We also helped formally involve the next generation in the family’s charitable giving.