Sustainable Investment Funds

United Nations Sustainable Development Goals

Every fund must be associated with one or more of the 17 United Nations Sustainable Development Goals SDGs). The SDGs provide a blueprint for governments, companies and other organisations to achieve a better and more sustainable future for all.

With these stringent screening processes in place, our clients can be confident that we are working hard to enhance the value of their investments, while contributing to a more sustainable world.

Meeting the fund’s manager

We meet with and interrogate, the managers of each fund before we invest. This is a key part of our process, as it allows us to satisfy ourselves that the funds (and the companies that they invest in) really are as ‘good’ as they say they are. 

Culturally intrinsic

Each sustainable investment fund must have a socially responsible investment culture intrinsic to its approach. This helps us ensure that the funds are incorporating environmental, social and corporate governance (ESG) factors into their mandates for the right reasons.

Proxy voting

Every sustainable investment fund must have engagement and proxy voting policies and procedures in place. In our view, active ownership plays a crucial part in an SRI strategy, as this dialogue between investors and companies positively influences corporate behaviours and improves transparency. Additionally, funds must regularly report on the implementation of their engagement and proxy voting policies and procedures.