Ethical Investments Services

We understand that many of our clients have ethical, moral, religious or socially responsible beliefs that drive their investment decisions. As such, we always offer options to invest in ethically and socially responsible ways.

Getting to the heart of your belief system is key; we identify your passions and suggest one or more of the following approaches:

  • Positive screening ​– Involves investing in companies that have a socially responsible approach to business practices, products or services.
  • ​Negative screening – Involves actively deciding not to ​invest in companies that do not ​meet the ethical criteria of your fund. For example, not investing in alcohol, tobacco and animal testing.