There has never been a period in human history where information has been more readily available and accessible than in the 21st Century.
Over the past few decades, breakthroughs in science and research have given us more detail concerning our planet and what is happening to it; socially, politically and environmentally.
As a population we are more conscious than ever before about these matters, but crucially, we also now have the ability to make choices and decisions that might better reflect our values and beliefs than we have ever had previously.
This also extends to the subject matter of investment.
A recent survey* found that most people would be happy to discuss responsible investing, 82% of those surveyed indicated that they would consider having this conversation with their financial adviser. Enthusiasm for the strategy also spanned age ranges, where 87% of those aged 35 – 54 said they are likely to speak to their financial adviser about responsible investing, while 76% of over 55s said the same.
We take responsible investing very seriously as part of our overall Financial Planning and have adopted an investment strategy that incorporates Environmental, Social and Governance (ESG) factors.
When contemplating ESG many of us initially think of environmental factors such as resource, water and land use, biodiversity, pollution, atmospheric emissions, climate change and waste. However, environmental factors only constitute the `E’ of ESG.
Have you considered Social and Governance factors too?
Social factors are issues relating to the relationship between companies and people, such as their employees, suppliers, customers, and communities. Examples of social issues of interest to investors include health and safety, labour standards, supply chain management and consumer protection.
Governance factors are issues relating to the governance of an organisation, also referred to as corporate governance. Examples include board composition, executive remuneration, internal controls and balancing the interests of all stakeholders.
* Survey conducted by Toluna on behalf of Quilter between 24 March and 2 April 2021 with 1504 adults aged over 35.
Get in touch
During our discussions with our clients, we take the time to understand their feelings about responsible investing and its importance to them. This can range from being generally aware through to being completely dedicated.
We approach all conversations ethically and take great pride in working within the remit that feels most comfortable to a client when it comes to investing.
If you would like to know more about how we can incorporate your feelings in to your investments, then please get in touch.