Approach to Investing

Our Approach to Responsible Investing

Building wealth for the future is important, but increasingly people want their investments to do more than make money.
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Our core approach

At Charles Stanley, our core responsible investing approach includes the option to integrate Environmental, Social and Governance (ESG) factors in our investment analysis, advice, and decisions.

  • Responsible Investing Guide
    General overview of how responsible investing works, covering the main terms and definitions.
  • Our approach to ESG Integration 
    More on how we integrate ESG factors into our investment processes.
  • Responsible Investment Policy Statement
    Outlines Charles Stanley’s desire and approach to progress responsible investing, covering philosophy and beliefs, acknowledgments, and key focus areas.

What is the E, the S and the G?

ESG stands for Environmental, Social and Governance (ESG) and was coined over twenty years ago by the United Nations. It is an aggregated term for a multitude of factors that can be considered in investing.

ESG factors have traditionally been non-financial considerations that help inform investment decisions, however, as the world has changed, some have become more material and relevant to the operations and profits of a business.

How we can implement Responsible Investing

Although our core approach to Responsible investing is to offer ESG Integration as part of our investment research, we also offer other approaches:

Ethical screening

Where requested we can implement an ethical screening policy to actively focus on and/or avoid specific areas relevant to your preferences.

Responsible collectives

We offer a range of investment options via funds which can be invested in, either directly or though our investment management services. If you would like more information please request a call back, to get a better understanding of the options available to you.


We take an active approach to stewardship, exercising voting rights on behalf of our discretionary clients and engaging with companies on behalf of our clients where we deem it appropriate.

How Charles Stanley seeks to be a responsible business

We are committed to ensuring Charles Stanley interacts responsibly with its employees, clients, shareholders and the wider environment to have an impact.

Our Corporate Social Responsibility

Each year we aim to develop our Corporate Social Responsibility Policy and practices in our four key areas, Business Integrity, People, Environment and the Community.

Slavery and Human Trafficking statement

Outlines our a statement in regards to our business, supply chain, policies in relation to Slavery and Human trafficking and actions planned in accordance with the Modern Slavery Act.

Women in Finance

We strive to encourage gender balance at all levels within the organisation, with key initiatives to support female advancement.

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Contact us today to discuss how our Charles Stanley can help you.

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