Socially Responsible Investing
‘Evolutionary, not Revolutionary’
Our Socially Responsible Investment (SRI) Service provides discretionary portfolio options and a range of model portfolio strategies.
The strategies are designed to achieve a set target return based on our existing inflation-plus expertise whilst at the same time, portfolio investments are aligned to the personal values of our clients.
Markets are Changing
Environmental, Social and Governance (ESG) and the role this plays in investor choice and appetite has finally made its way into the fundamental dialogue. At the end of 2020, proposed MIFID II amendments will make it mandatory for advisers to introduce ESG considerations into the suitability process.
To help you prepare, we will produce a range of insights and communications over the coming months with the use of in house expertise. If you would like to stay informed or register your interest for our ESG Education content by emailing firstname.lastname@example.org or calling
020 3327 5450.
We monitor your portfolio to ensure it continues to meet your needs.
We invest across 11 asset classes including fixed interest, equities, resources and alternatives.
A clean fee structure with no commission charges.
Flexibility to make income withdrawals on an ad hoc, monthly, quarterly or annual basis.
Ongoing assessment of suitability to ensure that the agreed investment objectives are still relevant and suitable.
Your Investment Manager keeps you fully informed and answers your questions.
In managing your assets, our sole aim is to meet your objectives.
Our positive inclusion approach and SRI framework are positioned to achieve positive outcomes for our clients. Not only do we aim to meet your desired target return, but we align your investments to your personal values and sustainability views.
Investing for yourself, and investing for our future.
So, How does it work?
Our SRI investment solution is an extension of our existing investment philosophy and process.
We offer genuinely multi-asset investment for investors seeking a SRI portfolio.
Our approach is based on positive inclusion, not negative exclusion; owning assets we want to own not just what we can own.
SRI framework dictates underlying fund selection and our four key pillars; ESG integration, Sustainability and Impact investing and Engagement.
We focus on delivering real returns to provide investors with an element of defence against the effects of inflation.
We provide portfolios and strategies across the full risk and return spectrum.
Clean and transparent fee structure.
SRI Framework - The Four Elements of SRI
The SRI framework dictates the selection of the underlying funds, the four elements of SRI that we assess when selecting the underlying assets are; ESG integration, Sustainable and Impact investing and Engagement.
Specialists, not generalists
With improvements in the release of corporate information relating to environmental, social and corporate governance (ESG) issues, access to the data necessary to enable good due diligence has become easier.
That said, it is imperative to have access to expert interpretation of this data in order to perform the additional financial analysis required to assess SRI compliance and sustainability.
We have a strong track record in identifying and working with investment managers who are specialists in their field.
Our investment process means that we can seek out the right funds and mandates to enable us to deliver long-term returns aligned to the four pillars of SRI.
Delivering Positive Impact
From a Range of Leading Managers
We Provide Real, Risk-adjusted ReturnsOur Investment Approach
Contact our Head of Socially Responsible Investing
If you have any questions for us, please contact Mike Myers (Head of SRI) with your enquiries.
Investment Manager, Head of SRI
Mike graduated with a BA Honours degree in Politics from Nottingham University in 2011. Shortly after, he joined Neptune Investment Management as part of the Fund Sales team, helping to build relationships with Discretionary Fund Managers and Institutional clients. Mike joined Psigma in 2013 as an Investment Associate to assist with private client investments and has since progressed to managing client portfolios. Mike has completed his IMC, Chartered Wealth Management Qualification (Level 7) and achieved a distinction for his MSc in Wealth Management at Cass Business School. Mike is a Chartered member of the CISI.