|Healthcare||Climate Change||Water Conservation||Positive Social Impact|
|Sustainability||Education||Clean Energy||Environment||Business Ethics|
When you go to the supermarket, you may choose to buy only organic, Fairtrade or sustainable products, but did you know that you can also choose to invest your money according to your principles? Research has shown that investors, particularly those under 40, are increasingly looking to have their investments managed in a way that is aligned with their values and ethical concerns.
Fund managers of ethical or SRI (Socially Responsible Investing) funds generally apply either negative or positive screening techniques. Negative screening techniques will typically exclude companies that produce weapons, tobacco, alcohol, porn, gambling and nuclear power. In contrast, positive screening focuses on investing in companies that make a positive environmental, social and governance contribution (ESG), by having good working practices.
Some ethical funds invest in a wide range of companies, while others specialise in a particular area, such as environmental sustainability.
Investing in line with their values can help investors to engage more with their investments.
If ethical investing is something that is important to you, just let us know, and we will be happy to discuss it with you and incorporate it into your portfolio.