Ethical investing pays attention to issues such as climate change, workplace management, employee diversity, human rights and labour policies. Ethical investing has evolved over the years and today there is a variety of styles available, such as negative screening, impact investing and engagement, but perhaps the fastest growing strategy is environmental, social & governance (ESG) investing.
Ethical investing is not philanthropy, while it’s concerned with protecting society and the environment from harm, its simultaneous goal is to build wealth. It is not a niche strategy adopted by a minority, it has become a mainstream strategy adopted by the majority. You no longer have to sacrifice returns for your socially responsible principles – ethical investments are outperforming their traditional counterparts.
Our investment team follows a rigorous process when researching funds for our TAM ESG portfolios, meeting with the fund managers and completing comprehensive analysis of the fund’s investment process, portfolio positioning and performance.
The team will only select a fund that has proven to deliver on its ethical mandate, adhering to the stringent investment process which screens stocks to ensure only companies with ethical business or activities are included. The team conducts regular reviews of each fund to ensure they are maintaining their ESG credentials.
There is a blend of ethical investment styles incorporated into our TAM ESG portfolios, taking full advantage of the developments that have taken place in the ethical market in order to deliver a broader and more diverse ethical investment strategy. Our aim is to appeal to a wide range of socially responsible investors, offering portfolios that suit their ethical, as well as financial requirements.
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