Belgrave Asset Management
Independent Financial Advisers
Ethical Investing
Ethical and Socially Responsible Investment Funds
Regardless of whether you are managing the funds of a business, a charity, a trust, or thinking about your own personal investment choices, you may wish to apply an ethical strategy. Socially responsible or ethical funds invest according to a wide range of social, environmental and other ethical criteria. These may include:
- Fair Trade
- Green or Environmental Issues
- Community Investment
- Corporate and Social Responsibility
- Positive Reinforcement (including actively encouraging the adoption of social and environmental best practice)
Ethical Investment Strategies
You may wish to invest in an ethical fund that avoids certain companies. These could be arms traders or cigarette producers for example. This is known as screening. Or perhaps you would prefer a best in class approach that favours companies with a good track record in environmental or social management. This could be a chemical company with excellent levels of environmental management and pollution control for instance. Some ethical funds operate with a fund manager who actively works to encourage companies to adopt certain social or environmental policies. This is known as positive engagement.
Expert Independent Advice on Ethical Investment
We work closely with you to identify the ethical and social criteria that matter most to you or the policies of your charity or trust. From this point we can advise you on ethical investment funds that most closely match your criteria, in addition to how each of these may be performing over any given time frame.
Giving Back
