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.
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.
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.
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.
Get in touch
Schedule your free consultation right now.