How you allocate your capital can be a powerful tool in helping to address the social and environmental challenges of our planet. That’s why we believe our role as custodians of your wealth is extremely important.
There are many reasons why you may want to invest sustainably. It could be to align your investments with your organisational beliefs or you’re aware of the impact your capital can have in the world. Perhaps you’re thinking about intergenerational wealth, or you recognise the long-term performance potential of sustainable investments.
We manage sustainable portfolios for a broad range of clients, ranging in size from £5 million to £500 million. Our clients include large institutions, sovereign wealth funds, charities and not-for-profits, family offices and private investors.
Given their global diversification and non-thematic, quality investment style, our sustainable portfolios are widely used as a core investment allocation.
Our clients’ investment goals often vary, from long-term endowment funds to drawdown savings pots. However, the principal objective remains consistent: to maximise risk-adjusted return through a portfolio of entities whose economic activities contribute to the UN’s sustainable development agenda.
We invest in high-quality businesses with conviction, for the long term – allowing our investments to compound, rather than trying to time the market. Importantly, our sustainable portfolios are not thematic, as we believe top-down investing can lead to unwelcome biases within a portfolio, and reduce the opportunity set.
Instead, we aim to identify the best companies from across the globe, using an active, bottom-up investment approach. This means we focus on the fundamental qualities of individual companies, analysing their idiosyncratic circumstances and assessing their sustainability credentials using our proprietary three-stage process. We believe this approach gives our clients the best chance of maximising risk-adjusted returns over time.
As active investors, we have good access to the management teams of the companies we invest in. We use this to proactively engage with them, pushing for continuous improvement, in partnership with stewardship provider EOS at Federated Hermes.
The value of the companies we invest in often comes from their intellectual property, rather than in their ability to manufacture at volume. This focus on knowledge-based businesses typically provides high levels of return on capital over the long term. Their carbon intensity also tends to be far lower than the wider market.
As part of our sustainability due diligence, we assess the resource intensity of our investee companies, looking for businesses which make more efficient use of resources.
We serve clients who can establish an investment portfolio of at least £3 million (or local currency equivalent) in the UK or £5 million (or local currency equivalent) in other jurisdictions.
Investments can fall as well as rise in value. Your capital may be at risk.
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