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

Responsible investing considers social and environmental good alongside an investment’s financial return. It is an umbrella term, which covers a variety of approaches.

Our core approach includes integrating Environmental, Social and Governance (ESG) factors in our investment analysis, advice, and decisions, along with engaging with companies on behalf of our clients where we deem it appropriate and enabling our clients to invest in line with their values. For more information, please read our Responsible Investing guide and Responsible Investing Statement.

What is the E, the S and the G?

Environmental, social and governance (or ESG) are non-financial considerations that inform investment decisions based on an assessment of the risks these factors pose to your investments. ESG is not about what a company manufactures or sells but how it goes about it.


Takes into account the impact companies are having upon the planet today and in the future.


Takes into consideration the social impact the companies are having upon people in the world.


Considers the structure, procedures and practices by which a company is controlled and directed, including the diversity of senior management and their remuneration.

How we can implement Responsible Investing

Our approach to Responsible Investing enables us to align our clients’ investment strategy with their ethical values, embodying our caring and fair company values. We believe that Responsible Investing can support positive long-term financial returns by helping to identify investments with business models and practices that can deliver sustainable growth.

How Charles Stanley seeks to engage with ESG

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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