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ESG Portfolio Service for intermediaries

This is an opportunity for your clients to invest responsibly while still aiming for positive returns.

Many of our clients are concerned about the nature of their investments and the environmental or ethical record of the companies involved. They don’t wish to invest in dubious enterprises, but at the same time they can’t afford to invest their money in specialist ethical funds or businesses that offer too little return or too great a risk.

If this reflects any of your clients’ views, we can help with our ESG Portfolio Service.

ESG stands for environmental, social and governance, and your clients’ portfolios will be invested in companies that meet high standards according to ESG values.

The ESG Portfolio Service lets your clients take a more responsible approach to investing while still doing their best for their long-term security.

Download our ESG brochure

  • Find out the details of the service
  • Learn how we choose suitable funds
  • Find out about our three different ESG portfolios.
Photo of Paul Parker

Paul Parker

Investment Director

Photo of Patrick Thomas

Patrick Thomas

Investment Director, Head of ESG Investments

Photo of Nick Muir

Nick Muir

Intermediary Investment Director

Other document downloads

Here you'll find documents and forms related to our ESG Portfolio Service.

ESG Portfolio documents

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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