Socially Responsible Investments

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.

News Feed

3/6/2020

Coronavirus: Australia set for first recession in three decades

Official figures show the economy contracted even before the full impact of the virus pandemic.

News & Views

June 2, 2020

Finalists for national awards – again!

The team at Kellands Hale were delighted to find out that we are finalists for not one, but two national… Read more