Socially Responsible & Ethical Investment

Ensuring that your pensions, ISAs and other assets have been invested ethically

Are you keen to invest your wealth ethically?

If you wish to discuss practical steps towards ESG investment please use the link below to arrange a call at a time to suit you.

Book an appointment

If you prefer you can call us on 0118 9469717 or email ion@assets.ltd.uk

What are my pension and savings invested in?

Many people who care deeply about the planet and the people on it, would be shocked to learn that their pensions, ISAs and other assets have been invested in businesses that fail to meet basic environmental social and governance (ESG) standards.

The reality is that sadly, many of the world’s largest companies engage in one or more activities that would fail ESG benchmarks and typically, investment and pension funds invest in the shares of these companies.

If your portfolio has not been ethically screened then it will almost certainly have been invested in businesses that do not meet these basic ethical standards.

Preserving profits and principles

An ESG investment fund is still intended to make a profit while allowing you to keep your principles. The funds are invested in businesses that are expected to make money but that satisfy ESG standards and strict ethical and environmental scrutiny.
These days having good moral scruples and investing in ESG funds can actually make you more money than that of your more conventionally invested peers. And the reason that ESG funds have such positive returns? Non-sustainable industries are being increasingly deemed unacceptable and as such, their long-term future looks poor. By complete contrast, funds that are in sustainable and environmentally conscious sectors such as waste management, alternative energy etc are looking to make a positive impact and will be active in profitable growth.

How we can help!

Whether you have money in pensions, ISAs or other investments we can assist you to create an ethically sustainable portfolio that meets your ESG concerns and also achieves your financial objectives. Conducting a thorough review of your existing pensions and investments will allow us to see if they are appropriate and we can then help you to move your money to lucrative and more ESG conscious alternatives.

Over 30 year’s experience

ESG investment might be grabbing the headlines now but we have been helping people invest in a way that aligns with their ethical views for over 30 years.

If you would like to discuss how ethical your investments are or want to make the move to align your principles with your investment, then talk to us today.