“When you know better, you do better”
During the lockdown period we as a team have taken some time to delve deeper into our ethical portfolios. Whilst we have been happy with our existing Socially Responsible Investment (SRI) portfolios, we felt that this area of investment has continued to evolve at a rapid pace offering new opportunities. In light of the recent Covid-19 pandemic there has been much food for thought and the idea that the world can, and will continue, to change without warning means we are all part of a new more sustainable future.
Previously the ship of profitability over sustainability has been perceived as too big to turn. However, looking back to our previous two articles, we can see that the landscape has changed significantly and this provides us with the freedom and choice to build portfolios using a variety of new funds and strategies.
Momentum is important when it comes to change. Individually, and as a team, we have challenged each other to develop an investment strategy that fits within our ethos and core beliefs. We feel that the new portfolio name, and the portfolios themselves, reflect what we are trying to achieve, and the changes we have made speak more clearly to our clients’ sustainable philosophy.
Introducing Our Investing for Good Portfolios
Our Investing for Good (IFG) portfolios provide an individual with the power to allocate their capital toward companies whose practices and values promote a better future and that align with their personal beliefs.
At Taylor Money, we believe that investing for your future should not only aim to meet your goals and aspirations but also compliment your principles. Investing for good considers both your future as well as generations to come and helps contribute towards a more sustainable and ethical world.
Having researched and discussed, at length, what we believe investing for good is, we have all agreed that the following five principles are key to our Investing for Good portfolios:
- To include funds that invest in companies who are actively making a positive contribution to the environment, people and our future.
- To exclude funds that hold companies who have negative social effects or a detrimental impact on the environment.
- Where possible, to only work with investment funds that have clearly defined policies working towards a more sustainable future.
- To invest in line with Taylor Money’s overall investment strategy aimed towards generating positive long-term returns, while providing diversification.
- To always consider your ethical investment preferences and attitude to risk when determining your overall objectives.
These principles have allowed us to build a portfolio we are proud of. We want to engage with existing and new clients alike to facilitate a discussion around investing in a more sustainable future. For now, the Investing for Good portfolios sit separately to our traditional Taylor Money portfolios. However, as we move forwards over the coming years and the investment landscape changes, it is likely more of our portfolios will be populated with funds that have an element of ESG (Environmental, Social and Governance).
As with all our portfolios we aim to generate positive stable returns over the long term. Our Investing for Good portfolios, in addition to positive returns, offer the opportunity to also make a positive contribution to society and to our environment.
If you would like to find out more about our Investing for Good portfolios, please contact us on 01326 210131 or email firstname.lastname@example.org
General Disclosures: This article is based on current public information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. The information, opinions, estimates and forecasts contained herein are as of the date hereof and are subject to change without prior notification. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. The price and value of investments referred to in this research and the income from them may fluctuate. Past performance is not a guide to future performance, future returns are not guaranteed, and a loss of original capital may occur.