Investment solutions
Socially Responsible Investing
‘Evolutionary, not Revolutionary’
Our Socially Responsible Investment (SRI) Service provides multi-asset discretionary portfolio options and a range of model portfolio strategies designed to meet what we call a dual objective:
- achieving a client’s target investment return;
- whilst at the same time enabling them to create a positive societal impact through the investments they hold.
Psigma’s SRI investment solutions play to our strengths with an approach that has grown organically out of our existing multi-asset expertise and inflation-plus philosophy. This is based on many years’ experience helping investors to achieve their financial goals through a comprehensive range of investment portfolios.

Getting to grips with Socially Responsible Investing (SRI)
The increasing focus on Socially Responsible Investing is being driven by growing investor concern about climate change and the societal impact of their investments. This comes with the realisation by both companies and governments that they need take a lead in transitioning from a depletion-based economy, to one which is sustainable and forward-thinking.
The focus on SRI is becoming more mainstream, and as a result, there is a growing need for adaptation, greater awareness by the investment industry and the way it is regulated.
To help you deepen your understanding of SRI, how it is evolving and, in particular, to have more informed conversations with your clients, Psigma is providing a range of communications and ongoing support around this topic.
Psigma is providing a range of communications and ongoing support around this topic, including:

Webinar
Delivering the Dual Objective – Positioning Positive Impact with Clients
Expand your understanding of Socially Responsible Investing (SRI) by tuning in to our upcoming webinar. This educational event will discuss positioning SRI with clients, demonstrating positive impact, and making the most of SRI offerings.
Find out more and register
Helping you grow your SRI business
Psigma's Six Steps to Growing an SRI Proposition
It can be difficult to filter out the jargon and understand the various SRI strategies available in order to find the right solution for your clients, so to help you, we’ve developed this interactive guide containing what we believe are the six key questions to ask when constructing a panel of SRI providers.
Learn more
Keeping you up to date with socially responsible investing
Welcome to Evolution Edit
Evolution Edit is our hub for insights into the world of Socially Responsible Investing (SRI). Investing in a way that has a positive impact on the environment and society is becoming an increasingly important consideration for investors, which is why we have launched a dedicated section focused solely on SRI.
Learn moreWhy Psigma?
Strong performance.
We monitor your portfolio to ensure it continues to meet your needs.
Diversification.
We invest across 11 asset classes including fixed interest, equities, resources and alternatives.
Transparency.
A clean fee structure with no commission charges.
Choice.
Flexibility to make income withdrawals on an ad hoc, monthly, quarterly or annual basis.
Suitability.
Ongoing assessment of suitability to ensure that the agreed investment objectives are still relevant and suitable.
Personal relationship.
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.
Downloadable Literature
- Literature
- Factsheets
- Platform Factsheets
- ESG Reviews Defaqto
Literature
Factsheets
Platform Factsheets
Psigma SRI Factsheet (Fusion Cautious)
Psigma SRI Factsheet (Fusion Balanced)
ESG Reviews Defaqto
Contact our Head of Socially Responsible Investing
SRI Enquiries
If you have any questions for us, please contact Mike Myers (Head of SRI) with your enquiries.

Mike Myers
Investment Director, Head of SRI
Mike graduated with a BA Honours degree in Politics from Nottingham University in 2011. Shortly after, he joined Neptune Investment Management, 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, his Chartered Wealth Management Qualification (Level 7) and achieved a distinction for his Master’s Degree in Wealth Management at Cass Business School. Mike specialises in Socially Responsible Investing (SRI) and heads up Psigma’s SRI Service. He also holds the CFA ESG Certificate. Mike was named in Citywire’s Top 30 under 30 wealth managers for 2019.