Our four sustainable multi asset strategies are aimed at investors who wish to align their personal values with their investment needs. They are globally diversified and offer a range of target returns according to different levels of risk tolerance.
The strategies benefit from the tried and trusted active investment approach and target returns of our other multi asset strategies. The only difference is that in addition, potential investments are assessed against our sustainability criteria.
Strategy manager Benjamin Matthews explains our approach to sustainable investing
Achieving a positive impact on social or environmental outcomes combined with the delivery of compelling financial returns is at the heart of sustainable investing. It means finding investments that can deliver those positive outcomes, while at the same time excluding those that could do harm or are ethically unpalatable. Sustainable investing extends across a broad range of sectors and causes, from renewable energy and climate change, to health & safety, education, infrastructure and community development.
We offer four sustainable investment strategies according to increasing risk/return requirements: Defensive, Cautious, Balanced and Growth. Each strategy is run to a specific benchmark target (inflation plus) that is aligned to its risk profile. The strategies aim to achieve or outperform these targets over a rolling five-year period net of fees. They are available as segregated portfolios.
Our selection process
We use an active screening approach to select potential investments. This eliminates those that have exposure to the five sectors we know many investors wish to avoid, such as tobacco and gambling. But more importantly, the process identifies those investments that score well on Environmental, Social and Governance (ESG) factors (including resource scarcity, human rights and business ethics), as well as focused ESG thematic investments, such as climate change or renewable energy, and those that have measurable impact, for example, smart materials and robotics, sustainable agriculture or social housing.