Want to know more about socially responsible investing?

560 315 Jess Easby

Learn how each of our funds ties in with the United Nations sustainable development goals to reassure you

Socially Responsible Investing(SRI)is an investment strategy which seeks to consider both financial return and sustainable social/environmental good to bring about positive social change, without causing harm to current or future generations.

SRI allows you to align your values to your investment objectives

But what is an SRI investment fund and how do you gauge their credentials?

At Ellis Bates all our SRI funds are screened and chosen in alignment with the 17 United Nations Sustainable Development Goals (SDGs).

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 -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.

We meet with the fund managers each year and create a matrix of how each of the 17 goals relate to each of our SRI funds.

Many of our funds are aligned with several of the 17 goals, for example:

This fund aims to achieve capital growth, by investing primarily in companies that are contributing to sustainable decarbonisation. The management team have identified three underlying drivers of sustainable decarbonisation: renewable energy (e.g. solar, wind), electrification (e.g. EVs) and resource efficiency (e.g. waste management, homes & buildings). We have therefore identified that the fund is aligned with SDG 7 (Affordable & Clean Energy), SDG 11 (Sustainable Cities & Communities) and SDG 13 (Climate Action), at the very least.

To learn more about the 17 SDGs visit https://sdgs.un.org/goals

By aligning our funds so closely with the 17 SDGs, we are able to reassure anyone considering SRI with Ellis Bates of the positive impact your choices will make for future generations.
SRI –where people, profit and planet can live together.

Stay up to date - subscribe to this Financial Advice hub

Read our privacy policy for more info.