Some investors would like to own ‘broadly ethical’ portfolios which avoid certain companies and industries while supporting others.
However, the meaning of the word ‘ethics’ varies from person to person and there are many ethical funds which have differing priorities and methodologies. It is important, at the outset, to establish which areas are of most importance to you.
‘Ethical Investment’ has many names including ‘green investment’, ‘socially responsible investment’, and ‘sustainable investment’. It addresses social, ethical and environmental issues (SEE) as well as considering pure investment ones. It is increasingly concerned with effective corporate governance.
Get in touch today to find out how we can help you make a positive impact with your investments.
Invest up to £20,000 within your ISA this tax year. Follow the link to find out more.
Find out more about our Ethical and Responsible Investment team.
As an Investment Manager, Fran has experience working with Private Clients, Families, Trusts, Pensions and Charities. Her research focus is on funds and companies pursuing ethical and environmental objectives and she co-manages our Ethical and Responsible Investment strategy. She holds CISI Investment Advice Diploma (IAD) and the CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM).
Learn MoreMark has looked after Private Clients, Trusts and Charities for over 35 years. He has managed ethically responsible portfolios for most of this time and, since joining GBIM in 2008, has overseen its ESG investment strategy. He now works closely with Fran Hamer as part of the Ethical and Responsible Investment team.
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