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Is it important that your investments reflect your values, and would you like to ensure your investments provide you with a ‘sense of purpose’ in addition to financial returns?

There is a growing need to address sustainability factors, alongside conventional metrics such as sales growth, market share and valuation. Companies are beginning to link profits with purpose and there are encouraging signs that this is leading to improved financial performance.

A more comprehensive approach to investing includes material, non-traditional issues: environmental, social and governance (ESG).


Assess how a company performs as a steward of the natural environment, including energy consumption, water management, pollution, and other material issues.

Climate Change | Resource management | Pollution


Examine how a company manages relationships with employees, suppliers, customers and the communities in which it operates.

Working Conditions | Health & Safety issues | Impact on local communities


Deal with a company’s management, including executive pay board composition, transparency and shareholder rights.

Executive Pay | Political Lobbying & Donations | Board Diversity & Structure

As an individual, you are entitled to make your own decision about the best route to take your investments – we simply want to ensure you are educated about the choices you have.

Quality investment products are continually emerging in this space, so there are plenty of options available to you, to include as a part of your portfolio if this resonates.