The couple wanted to build a robust investment and pension portfolio that reflected their ethical views, without compromising on performance. They recognised that some level of exposure to less preferred sectors might be unavoidable, but they were determined to minimise it as far as realistically possible.
We began by exploring the different approaches to responsible investing – from deep green investment models with stricter exclusions, to broader ESG (Environmental, Social and Governance) strategies. We discussed:
We also explained how our in-house research process ensures investments are aligned not just with ESG criteria, but with long-term financial sustainability.
We built a new investment portfolio tailored to their values and objectives. This included:
Responsible investing can be nuanced, so we took care to explain key concepts such as screening, ESG scoring, and the implications of balancing ethics with expected returns. We helped the clients understand what they were compromising on, and what they weren’t, so they could proceed with clarity.
The clients are now invested in a portfolio that reflects their principles while aiming to deliver strong financial outcomes over the long term. They were particularly pleased to reduce their exposure to sectors they were uncomfortable with, and felt empowered by the transparency of the process.
