ESG Investing Guide
Investing your money for a better world
In this guide:
- What is ESG investing? What does ESG stand for and what are the criteria for a fund to be classed as ESG?
- How to adopt an ESG approach to investing - Find out about the differences between negative and positive screening, and what impact investing is
- ESG myth-busting - Do ESG funds perform as well as traditional funds? Is ESG investing more expensive? Can an ESG portfolio be diverse?
Please note that investment returns are not guaranteed and can fall as well as rise.
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From this guide:
One way in which we can all help to make a difference is by choosing to invest our money into companies that work towards improving the environment, addressing social inequality, and improving corporate governance.
An investment into ESG could offer another layer of diversification within your portfolio, protect against the downside while investing that bit more for a better world and for future generations.
We can provide you with advice around structuring your investment portfolio for a more sustainable future if this is important to you and can provide you with access to a portfolio that is suitable for your views on investment risk and reward.
It is important to note it doesn’t have to be all or nothing, ESG investing with a small part of your portfolio is an option as there is still 100% a place for traditional active and passive investing. You can blend some ESG exposure into your existing exposures.
Download the full guide to read more.
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Daniel Schofield
Partner - DipPFS
Daniel provides advice focused on the disciplines of personal and corporate financial planning, investment portfolio management, Inheritance Tax (IHT) planning and mitigation, and legacy and succession planning.
Merve Oral
Financial Adviser - Chartered Financial Planner, FPFS
Merve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind.
Sarah Beall
Financial Adviser - Chartered Financial Planner, FPFS
A Fellow of the Personal Finance Society, Sarah has worked in financial services since 2011 and works in partnership with her clients to ensure they understand what they are capable of achieving and how they can get there. In particular, she provides clarity around complex strategies to put her clients at ease.