Sustainable
Impact
Portfolios

Building wealth and planning for the future is important, but you can also make sure your investments stay true to your own values. Now more than ever, people want to see decisive action taken on issues such as healthcare, climate change, renewable energy, equality, poverty, clean water and sanitation. The good news is that you no longer have to sacrifice your investment returns to do so. In fact, your money can have a positive and lasting impact on society. There are three types of investment approach that follow this path:

  • Socially Responsible Investing (SRI): which involves actively choosing or avoiding investments based on your own specific ethical guidelines.
  • Environmental, Social and Governance (ESG): which looks at a company’s environmental, social and governance practices, alongside more traditional financial measures
  • Impact Investing: looks to invest in businesses or organisations that actively do something positive to benefit society.
  • We’ve taken the best from all three of these approaches to create a portfolio that can help you to invest responsibly, while also making sure that your money has the best chance of growing. We start by thinking about how to best manage risk and preserve your capital, but we also target additional returns by finding ‘impact investments’ that offer solutions to the world’s greatest challenges

    Key Benefits

    • Our investment team has over 80 years experience, spanning three decades.
    • Independent, Adaptive, Responsive and Agile investment management.
    • Our investment beliefs are based on a truly active approach, giving us the best opportunity to take advantage of market movements.
    • Sustainable Impact Portfolios use the UN Sustainable Development Goals to help focus on areas where investment will have the greatest impact.
    • Your assets are securely ring fenced at our global custodian – Pershing Securities.
    • In-house administration & client support teams.
    • Direct Custody service available.
    • Available on Novia, Standard Life, Zurich, Old Mutual, Aviva.

    Would you like to know more?

    If you would like to find out more about our Bespoke Portfolio Service please contact our team on 01722 466110 or hello@casterbridgewealth.co.uk