Socially Responsible Investments
If you are looking for socially responsible investments, our financial advisers can help create bespoke investment portfolios of diversified assets incorporating your financial objectives as well as your individual ethical, social and environmental priorities.
Socially Responsible Investing (SRI) means that you don’t have to compromise your principles in the pursuit of financial return. The growing view is that companies with sustainable business practices will be more successful over the longer term, and there is some evidence to back this up, as shown in our recent SRI article.
You can express an interest in positive criteria such as environmental services and initiatives, community involvement and equal opportunities as well as identifying potentially negative areas to avoid.
We have access to a screening service that uses a comprehensive database which enables us to provide bespoke ethically screened portfolios. By overlaying an ethical profile with our broader research capability, we can help create an investment portfolio which will meet your financial requirements without compromising your ethical priorities.