Knowledge

Guide to Responsible Investing

Download your free investment guide today to help you understand how you can invest with your values in mind.

How to match investments with your personal values

Responsible Investing is an investment approach that considers social and environmental good as well as financial return.

Complete the form to receive your free guide to Responsible Investing and learn:

  • The key approaches to Responsible Investing and how they are relevant to the day-to-day business of investing
  • What is Environmental, Social and Governance (ESG), and how does ESG apply in the real world
  • Key Responsible Investing terms

Please note: This was released prior to SDR and thus the information may not be in line with the Anti-Greenwashing rule but contextually is appropriate for the time it was written.

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What is Responsible Investing?

Responsible Investing often involves incorporating Environmental, Social and Governance (ESG) factors, which are non-financial considerations that inform investment decisions based on an assessment of the risks these factors pose.

ESG is not about what a company manufactures or sells but how it goes about it.

Environmental

Takes into account the impact companies are having upon the planet today and in the future. Including, pollution, waste & emissions, raw material sourcing, native bio-systems & species, renewable energy & efficiency and recycling.

Social

Takes into consideration the social impact the companies are having upon people in the world. Including human rights, workers conditions & rights, corporate citizenship, supporting the wider community and consumer protection.

Governance

Considers the structure, procedures and practices by which a company is controlled and directed, including the diversity of senior management and their remuneration. Including business ethics, equality & diversity, fair treatment of labour, health & safety and shareholder rights.

How we can help you build your financial future

With over 200 years of experience, we have created financial security for tens of thousands of people; with a wide range of financial planning and investment management services.

Preferred List

Our curated list of preferred investments covering funds and investment trusts allows you to filter by investment type or sector and look at options for responsible investing.

Our Approach to Responsible Investing

Our approach to Responsible Investing enables us to align your investment strategy with your ethical values, embodying our caring and fair company values.

More insights

Download your free guide to Responsible Investing

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.