Advertisement

  • Published Date

    October 18, 2020
    Learn More, Click Here.

Ad Text

PROMOTION Sustainable Investment on the increase There is an increasing demand from investors looking to generate a retum from investments that are managed in a more responsible way, with a focus on sustainability ee Hayward explains how Kreston Reeves Financial Investment portfolios can consist of a range of funds and/or individual stocks, designed to meet the client's requirements. whilst at the same time addressing the need Reeves Charitable Foundation, where for diversification in order to mitigate risk. Many funds are given what is known as an ESG rating. ESG considers the production and consumption, gender equality and sustainable communities. Planning can help. Socially responsible investing is not new, dating back many hundreds of In 2018, the firm created its own Kreston money raised by staffis distributed to its chosen charities. In 20019/20, over E18,000 was awarded to local charities in Kent, years driven then by religious beliefs. Those with money to invest may have done so to affect positive change on local communities Environmental, Social and Governance and society. Sussexand London. factors that measure the sustainability and societal impact ofa company. There are, however, many different ways of applying an ESG rating, and whilst the agencies that apply these ratings can be useful points of reference, the data has its limitations, and it is worth asking your financial adviser to explain the process they use when constructing their sustainable portfolios. Kreston Reeves Financial Planning has But in today's more complex financial landscape it can be hard for individual investors with a social conscience to make the right choices. How do you, for example, determine what impact an energy company has on the planet, or whether a global manufacturer treats its staffand suppliers in developing countries in a way you would like? The investment community, including Kreston Reeves Financial Planning, has responded by constructing portfolios that carefully balance an individual's investment preferences with their attitude to risk and capacity for loss. The starting point is to spend time an investment committee that uses external data, but in addition likes to quiz fund managers about their ESG offering directly. We still like to see the whites of their eyes! Many investors will simply want to invest more sustainably than perhaps they have done to date. Others will be very particular about certain industries or even companies or an existing investment portfolio with with our clients to truly understand their personal situation, priorities and preferences. If you would like to discuss investing. that they wish to avoid. We can provide a Chartered Financial Planner, please contact Lee Hayward at Kreston Reeves solutions for all points along this scale. Kreston Reeves also takes a responsible approach to the way it runs its own business 0330 124 1399 or email: holds itself accountable against four of the United Nations Sustainable Developement Goals - good healthand wellbeing quality education and training, reducing inequality, and climate action. This is on top of meeting a further seven UN Sustainable Development Goals including responsible We recognise that not all investors are the same. Some will hold passionate views Financial Planning Limited on on areas like the emironment, treatment of people, and the manner in which a business is run. Others may be happler with a broader mandate and fewer restrictions. lee.hayward@krestonreeves.com Our approach is built on understanding the priorities of our clients to ensure that we achieve the closest match possible from their investment portfolio. KRESTON "REEVES Kreston Reeves has offices in Brighton, Chichester, Horsham, Worthing, London and Kent. www.krestonreeves.com The cortent ot e neis tor intomution oy ad oes not con tma tranoal adice The mates tor gverinomaton ory and does not conaerert t, gs or oter toms of avoe. You shotnor này on omation o mae. or tan tom mangary dciiorn. An an norperdat, prsion advce o your oen paro ston PROMOTION Sustainable Investment on the increase There is an increasing demand from investors looking to generate a retum from investments that are managed in a more responsible way, with a focus on sustainability ee Hayward explains how Kreston Reeves Financial Investment portfolios can consist of a range of funds and/or individual stocks, designed to meet the client's requirements. whilst at the same time addressing the need Reeves Charitable Foundation, where for diversification in order to mitigate risk. Many funds are given what is known as an ESG rating. ESG considers the production and consumption, gender equality and sustainable communities. Planning can help. Socially responsible investing is not new, dating back many hundreds of In 2018, the firm created its own Kreston money raised by staffis distributed to its chosen charities. In 20019/20, over E18,000 was awarded to local charities in Kent, years driven then by religious beliefs. Those with money to invest may have done so to affect positive change on local communities Environmental, Social and Governance and society. Sussexand London. factors that measure the sustainability and societal impact ofa company. There are, however, many different ways of applying an ESG rating, and whilst the agencies that apply these ratings can be useful points of reference, the data has its limitations, and it is worth asking your financial adviser to explain the process they use when constructing their sustainable portfolios. Kreston Reeves Financial Planning has But in today's more complex financial landscape it can be hard for individual investors with a social conscience to make the right choices. How do you, for example, determine what impact an energy company has on the planet, or whether a global manufacturer treats its staffand suppliers in developing countries in a way you would like? The investment community, including Kreston Reeves Financial Planning, has responded by constructing portfolios that carefully balance an individual's investment preferences with their attitude to risk and capacity for loss. The starting point is to spend time an investment committee that uses external data, but in addition likes to quiz fund managers about their ESG offering directly. We still like to see the whites of their eyes! Many investors will simply want to invest more sustainably than perhaps they have done to date. Others will be very particular about certain industries or even companies or an existing investment portfolio with with our clients to truly understand their personal situation, priorities and preferences. If you would like to discuss investing. that they wish to avoid. We can provide a Chartered Financial Planner, please contact Lee Hayward at Kreston Reeves solutions for all points along this scale. Kreston Reeves also takes a responsible approach to the way it runs its own business 0330 124 1399 or email: holds itself accountable against four of the United Nations Sustainable Developement Goals - good healthand wellbeing quality education and training, reducing inequality, and climate action. This is on top of meeting a further seven UN Sustainable Development Goals including responsible We recognise that not all investors are the same. Some will hold passionate views Financial Planning Limited on on areas like the emironment, treatment of people, and the manner in which a business is run. Others may be happler with a broader mandate and fewer restrictions. lee.hayward@krestonreeves.com Our approach is built on understanding the priorities of our clients to ensure that we achieve the closest match possible from their investment portfolio. KRESTON "REEVES Kreston Reeves has offices in Brighton, Chichester, Horsham, Worthing, London and Kent. www.krestonreeves.com The cortent ot e neis tor intomution oy ad oes not con tma tranoal adice The mates tor gverinomaton ory and does not conaerert t, gs or oter toms of avoe. You shotnor này on omation o mae. or tan tom mangary dciiorn. An an norperdat, prsion advce o your oen paro ston