Investments that reflect your values

Ethical investing

For many trustees, the way investment returns are generated is as important as the returns themselves.

We have partnered with a leading specialist in ethical and responsible investing to ensure your portfolio is always run in accordance with your principles.

We work closely with Ethical Screening, an independent company that provides impartial advice to charities and asset managers.

With 18 years of experience in this field, they help us understand the true impact of corporate activity in key areas such as human rights, the environment and animal welfare. Ethical Screening also analyse our investment universe of over 500 companies, looking at many factors including measuring unethical activity as a proportion of the business’ total operations.

With a clear understanding of how companies work, and in-depth knowledge of your charity’s ethical policies, we can apply these consistently throughout the investment process.

This ensures your portfolio will invest only in environmentally and socially beneficial activities, in line with your wishes.

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.