Ethical & Sustainable Investing

If you want your investments to help make the world more ethical and sustainable, our expert advisors can help find the perfect portfolio for you. We can talk you through investment ideas which align to your ethical and sustainability values, while also helping you make the most of your money.

Because of the global focus on environmental issues and ethical behaviours, businesses, governments and consumers are now choosing to invest in more sustainable and ethical projects.

Our ethical, sustainable and governance (ESG) Portfolios only invest in companies with positive products and services, avoiding those that have a negative environmental or social impact.

What Do We Offer?

We offer a range of portfolios that take an ESG responsible approach to investments. We seek out the best performing funds while combining both negative and positive screening for ESG factors. This means on top of our financial evaluation, we also evaluate each investment’s positive and negative impact on the planet.

This allows us to focus on high performance investments which also contribute towards a more sustainable and inclusive world.

Our Process

For our ESG range, we use a blend of investments from across the ethical, sustainable and governance investment spectrum.

Like our entire active managed range, we build our ESG by utilising our Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA). 

The SAA is the long term investment focus for each model portfolio, looking at allocating long-term positions to asset classes such as equities, fixed income and cash.

The TAA focuses on taking advantage of shorter-term opportunities to enhance portfolio returns. We apply tactical tilts to the portfolio to take advantage of opportunities and manage market risks. This means we can make adjustments to your portfolio to take advantage of opportunities or provide protection in periods of uncertainty. We can make these adjustments at various levels from Asset allocation, all the way down to stock selection.

Our dedicated investment management team will look after the day to day investment of your capital. Our team is made up of seven people who have decades of experience, ranging from strategic asset allocation and tactical positioning to security selection.

How We Manage Your Portfolio

The ESG Portfolios will be available across a choice of model portfolio risk profiles. Clients’ attitude to risk (ATR), capacity for loss and objectives will dictate how we allocate to asset classes such as equities, fixed income, and cash. We’ll adjust these allocations to achieve your objectives while managing risk.

ATR Mappings Equity Ranges
Cautious to low moderate Cautious 0-35
Low moderate Balanced 20-60
Moderate Growth 40-85
Moderate to adventurous Growth 40-85
Adventurous Adventurous 50-100

Why Choose Irwin Mitchell?

As a firm, we’re already committed to promoting sustainability and inclusivity as part of our responsible business strategy. We care about improving our own ethical and environmental impact on the planet, so we’re well positioned to help you make investments that align with your values.

Combined, our financial advisers have over 150 years’ experience and they’ve worked in some of the world’s top financial institutions. We take the time to understand you and your goals so we can give you advice that’s tailor-made for you.

We’ll never pressure you into off-the-shelf investments that aren’t quite right for you. Instead we’ll create a unique financial plan that’s aligned with your values and goals. Our team are dedicated to seeing your investments thrive.

We understand that sometimes your financial plans might change or you may decide we’re not quite right for you. That’s why we won’t charge you with an exit fee*. We’ll even recommend another adviser for you to use after us.

Your first meeting with us is free and there’s no obligation to go any further. We also have offices nationwide, so we can help you wherever you’re based.

 

Call us today on 0370 1500 100  for a free initial consultation or contact us online to find out more about how we can help you.

 

All financial and wealth management services are provided by IM Asset Management Limited which is regulated by the Financial Conduct Authority (FCA).

*IM Asset Management Ltd won't charge any exit fees. There may be fees from the investment manager and we'll do everything we can to make sure that you're aware of these before you invest.

Fair, transparent pricing
Integrated financial and investment advice
No exit fee*
Over 150 years’ financial planning and investment management experience

Call our experts on:

0370 1500 900

Or we can call you back at a time of your choice

Phone lines are open 24/7, 365 days a year
Edward Tomlinson Head of Financial Planning Meet the team

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