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ESG Investment Advisors

(ESG) Where people, planet and profit can live together.

The 2030 Agenda and impact through investment funds

The 2030 Agenda for Sustainable Development, adopted by all United Nations Member States in 2015, provides a shared blueprint for peace and prosperity for people and the planet, now and into the future.

At its heart are the 17 Sustainable Development Goals (SDGs), which are an urgent call for action by all countries, both developed and developing, in a global partnership.

They recognize that ending poverty and other deprivations must go hand-in-hand with strategies that improve health and education, reduce inequality, and spur economic growth, all while tackling climate change and working to preserve our oceans and forests.

The United Nations
17 Sustainable Development Goals

Jenny Farrell, Investment Analyst at Ellis Bates

Environmental impact of SRI portfolios

Jenny Farrell, Investment Analyst at Ellis Bates

Social and Governance impact of SRI portfolios

Jenny Farrell, Investment Analyst at Ellis Bates


Assessment of the impact companies are having on the planet today and in the future.

  • Pollution, waste and emissions
  • Raw material sourcing
  • Native bio-systems and species
  • Renewable energy and efficiency
  • Recycling


Assessment of the social impact companies are having on people in the world

  • Human rights
  • Workers conditions and rights
  • Corporate citizenship
  • Wide community
  • Consumer protection


Assessment of the structure, procedures and practices that control and direct a company.

  • Diversity
  • Inclusion
  • Remuneration

How are the SRI portfolios helping to combat environmental issues?

Each of the funds in our SRI portfolios invest in companies that are contributing to positive environmental change, or exclude companies deemed to be causing environmental damage. Additionally, the managers have strong records of actively engaging with the companies in which they invest, to push for action on climate change.

Eden Tree logo who provide ESG fundsTo give an example of how the funds that we invest in are supporting the Sustainable Development Goals associated with each ESG category: Eden Tree is a pioneer in the field of SRI, with its roots dating back to 1887, and they launched some of the first socially responsible funds in the UK in the 1980s. Climate change is a key component of Eden Tree’s responsible investment engagement strategy across their entire product range. They assess companies based on their contribution to climate change and the managers engage with businesses on a range of environmental issues such as decarbonisation and biodiversity. Under their SRI Transparency Code, Eden Tree regularly publishes details of its research and engagement on its website.

In addition to their funds, Eden Tree has demonstrated that they are truly committed to combating environmental issues at a much higher level. They are a member of the Institutional Investors Group on Climate Change, whose mission is to drive significant and real progress towards a net-zero and resilient future by 2030. Eden Tree is also a signatory of the COP2 I Paris Pledge, which aims to strengthen the global response to the threat of climate change.

WHEB logo who provide ESG fundsAnother example in our SRI portfolios is WHEB. who were founded in the 1990s as an environmental corporate finance boutique by Rob Wylie and Kim Heyworth. Today, WHEB is responsible for a single global equity strategy, FP WHEB Sustainability. The companies it invests in must be aligned with their sustainability investment themes, of which five are environmental: Resource Efficiency, Cleaner Energy, Environmental Services, Sustainable Transport and Water Management.

WHEB is a Certified B corporation, demonstrating they meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose.

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