Introduction
Investing ethically requires analysis of your social and environmental concerns as well as your financial needs. Each ethical fund has its own ethical investment criteria, so your financial advisers need to understand what issues are of concern to you in order to provide the best possible match.
Investment Screening
Ethical investment traditionally focussed on excluding companies whose activities conflict with negative criteria, such as “no tobacco” or “no armaments”. Increasingly, investment managers are adding an inclusive element to investment criteria by seeking companies with positive environmental and social attributes; and by influencing positively the companies in which they invest through engagement. Ethical funds reflect a range of approaches from purely exclusive to purely engagement.
Questionnaire
By completing this questionnaire with you, we can help to understand which criteria are important to you and this then becomes a fundemental part of our research, when we look to assess suitable investment strategies.