Believing that financial advice is centred on you – your values, goals, and dreams – is one of the most important contributors to your success over the long run.
When it comes to your investment planning and what your portfolio looks like, you should have choice and flexibility to invest in alignment with your personal values, as well as your financial goals.
Responsible Investing, also known as ethical or sustainable investment, is a broad-based approach to investing which factors in people, society and the environment, along with financial performance, when making and managing investments.
Utilising managed discretionary accounts with the help of your adviser, you are able to customise your portfolio to your own personal preferences and requirements.
Taking advantage of a responsible investing methodology ensures that your portfolio stays aligned with your worldview and personal values. This allows you to reach all possible financial goals while practising good stewardship of your deeply-held beliefs.