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Impact Investing

Get positive financial returns alongside a measurable positive impact on society and on the environment.

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Investments

Impact Investing

Impact investing incorporates sustainability preferences into our investment advisory services. You can learn about our key product partners own EGS cultures below, and should you choose to do business you can rest assured that your own personal preferences will be appropriately reflected.

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Impact Investing

Investments

Impact Investing

Impact investing aims to generate specific beneficial social or environmental effects in addition to financial gains and sustainability preference can form part of this approach.

ESG or Environmental, Social, and Governance is an investment philosophy that aims to achieve long-term returns by allocating capital to assets that adhere to strictly defined environmental, social and governance standards in addition to financial returns.

Impact Investing

Investments

Sustainability Questionnaire

When we advise you on fund based investments, we not only assess your Investment Risk Profile, but grant the option to complete our Sustainability Preference Questionnaire. This is to allow us to match your sustainability investment preferences through our investment fund recommendations.

Investments

Identifying Sustainable Investments

Sustainable Finance Disclosure Regulation (SFDR) is part of new European regulation for financial services markets participants. It aims to provide more transparency on sustainability in financial markets and comparability in this regard between different investment funds.

Environment, Social and Governance (ESG) are three key factors when measuring the sustainability and ethical impact of companies and businesses that investment product providers invest in, through their chosen funds.

The SFDR aims to increase the transparency with which affected financial market companies and financial advisers integrate sustainability risks in their investment decisions and investment advice and products.

The SFDR requires investment products funds sold in the EU to be categorised as one of the following:

These categories are based on the extent to which ESG is integrated within the fund. Article 8 and Article 9 funds are also categorised as light green and dark green respectibely.

  • Article 6 Funds: funds that do not promote any kind of ESG objective.
  • Article 7 Funds: funds assess the adverse impact investment decisions have on sustainability.
  • Article 8 Funds: promote environmental or social characteristics.
  • Article 9 Funds: have sustainable investment as their objective.

Investments

Our Partners ESG Approach

Details about the ESG approach taken by each of our investment partners are outlined below, noting that more fund-specific related information, will be provided where we make an investment recommendation on your personal behalf. It is also important to understand that you can combine both ESG and non ESG funds in the same portfolio if so required.

Aviva
At Aviva Life & Pensions Ireland DAC environment, social, and governance issues ("ESG") are a core part of their culture. In fact, as a company Aviva's commitment to responsible investment has a long track record and Aviva has been at the forefront of responsible and sustainable investment for nearly 50 years. Learn more about the Aviva's sustainability culture.
Irish Life
Responsible investing means a number of things to Irish Life - from being a good steward of assets over the long term to integrating more robust decision-making within their portfolios, which takes account of environmental and social issues and the more traditional governance and financial risks, to offering a range of investment options that can meet the ESG preferences of their clients. Learn more about Irish Life Investment managers approach and commitment to ESG.
New Ireland
New Ireland Assurance PLC is committed to protecting their investors' futures whilst a cornerstone of their investment offering is working with some of the world's largest investment managers, alongside their Bank of Ireland Investment Markets offerings. One of their core ethical offerings is the Ethical Managed Fund managed by State Street Global Advisors whilst more about New Ireland's broader approach to ESG can be found here in their responsible investment policy.
Standard Life International DAC supports effective stewardship and responsible investment and works with best-in-class asset managers who invest in assets that support a sustainable world and one of the most popular offerings in this space is their Multi-asset ESG Fund, which invests across all major asset classes, global geographies, and major industry sectors. Learn more about the Standard Life approach to responsible investment.
Zurich
Zurich Life Assurance PLC and the Zurich Insurance Group has a central philosophy of integrating Environmental, Social and Governance (ESG) factors into how investment decisions are made. Here you can learn more about Zurich Life's approach to responsible investment and access their investment funds as well as market news.
Royal London PLC is a wholly owned subsidiary of Royal London Group PLC, the largest financial Life, Pensions, and Investments mutual in the UK and Ireland. They aim to generate good returns and at the same time also make a positive contribution to our society and environment by being proactive in asking the investment managers they work with to include environmental, social and governance (ESG) risks and opportunities when they make investment decisions.

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