Socially Responsible Investments

If you are looking for socially responsible investments, our financial advisers can help create bespoke investment portfolios for you, incorporating your financial objectives as well as environmental, social and governance (ESG) 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.

For example, research from Willis Owen found that ESG funds delivered nearly double the returns of non-ESG funds in 2020, showing that you don’t need to make a trade-off between sustainability and performance. Indeed, the evidence suggests that incorporating sustainable factors into an investment process may actually lead to better performance. However, remember that past performance is not a guide to future performance.

If you want to invest ethically, the problem for many has been defining what exactly represents ethical investing. For example, we have SRI and ESG, ethical, sustainable and impact investing as well as thematic investing.

Historically, ethical investing was about excluding stocks or sectors of the market perceived to be unethical such as cigarettes, alcohol and gambling companies alongside weapons manufacturers.

More recently, the market has evolved to focus more on positive screening. As focus on climate change and environmental and social issues have come to the fore, many companies are becoming more focused on aligning themselves with these goals. So, you can now 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.

At Kellands, 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.

If you would like to align your investment choices with your social and environmental values then contact us today to discuss your financial planning needs.

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