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Our ESG investment strategy explained

Investors are increasingly considering ESG (environmental, social and governance) principles alongside traditional financial factors, to create a more sustainable portfolio. There is even evidence that companies that meet high ESG standards tend to outperform those that don’t by a significant margin. Equally, companies that act irresponsibly have seen catastrophic repercussions, both ethically and commercially.

Our ESG Portfolio Management Service lets you take a more responsible approach to investing; helping you invest in funds that work towards making the world a better place, while also doing your best for your long-term financial security.

ESG investment principles

Looking at the criteria set out below allows investors to assess a company’s social and economic impact and think about how this might affect a business model over time. Businesses working in a more sustainable way, with robust policies and procedures around ESG issues may also be attractive from a risk and return perspective.

How we create our ESG Portfolio Service

Our ESG Portfolio Service offers you impact investing with a thematic approach.

We choose our themes by thinking about the impact they will have on both planet and people, ensuring a holistic and well-rounded approach that brings exciting investment opportunities.

Impact investing means:

  • Choosing companies that we believe will have a demonstrable impact for good on the planet and the people within it
  • Engaging in positive inclusion, which naturally excludes exposure to undesired sectors
  • Investing where we see the potential for a positive contribution.

Our thematic approach

Identifying specific sustainable themes allows for a more specialised investment approach which enables us to pay attention to all opportunities associated with an identified, investible theme.

Our ESG themes (detailed below) span multiple regions, sectors, and business ecosystems. Looking for consistent exposure to a particular theme ensures the portfolio is focused on high growth and long-term economic value creation.

Our ESG Portfolios

We offer five different Risk Profile (RP) strategies, so you can invest sustainably with your preferred level of risk. Our multi-manager ESG portfolios are designed to work over a typical investment cycle of seven to ten years, so we recommend you stay invested for at least seven years.

Our ESG portfolios enable you to take a more forward-looking, responsible approach to ESG issues. Whichever portfolio you select, it will:

  • Aim to deliver consistent, inflation-adjusted real returns
  • Give you access to our global investment ideas and research
  • Offer you flexibility so you can choose the parameters of your ESG portfolio to suit your needs and preferences
  • Be supported and protected by our robust and disciplined investment process
  • Be managed by an accessible and dedicated CGWM team.

Your investments will benefit from the best of Canaccord Genuity Wealth Management’s thinking and long-term experience. We monitor and manage your portfolio to ensure your investment risk is kept at a level that suits you through true diversification, while also investing in companies that we believe will have a positive impact on both planet and people.

Importantly, we also look for funds that have a long and successful track record of outperforming their competitors. We aim to achieve your dual objective: generating performance while benefiting society.

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

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

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.
Download

ESG for intermediaries

Everything you need to make the most of our ESG Portfolio Services for your clients.

Read more

Read more of our ESG content

What’s behind our award-winning ESG investment approach?

We were delighted to win the Clearstream Award for Best Approach to ESG (environment, social and governance) Investment at the recent City of London Wealth Management Awards. But what exactly is CGWM’s approach to ESG investing?

Read more
ESG and war in Ukraine – a new challenge for responsible investors

The war in Ukraine has upended markets, sent commodity and oil prices spiralling and left ESG (environmental, social and governance) investors reassessing their ethics.

Read more
Market update webinar: what’s shaping the global investment landscape?

Watch the latest market update from our experts, including our Chief Investment Officer, Michel Perera.

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Investment news update

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Meet our ESG investment experts

If you would like to know more about our ESG Portfolio Management Service, please get in touch. We will be delighted to give you more details.

Photo of Nick Muir

Nick Muir

Head of MPS and Passive

Nick joined Canaccord Genuity Wealth Management in 2014 having previously worked for some of Europe’s leading Investment Banks. As a Chartered Wealth Manager and fellow of the Chartered Institute for Securities & Investments, Nick leads CGWM’s Managed Portfolio Service and Passive Portfolio Service. Nick specialises in working with court of protection clients and clients of intermediaries, providing investment solutions to their most complex needs. 


Photo of Patrick Thomas

Patrick Thomas

Investment Director, Head of ESG Portfolio Management

Patrick set up and is responsible for our range of environmental, social and governance (ESG) portfolios. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.

Patrick is a chartered Wealth Manager and a Chartered Fellow of the CISI. 


Photo of Paul Parker

Paul Parker

Investment Director

Paul is head of the Intermediary Portfolio Management team. He has an in-depth understanding of managing funds for high net worth individuals, pensions, trusts and charities and specialises in Alternative Investment Market IHT portfolios. Paul is also a member of the UK Small Cap Stock Selection Committee.

Paul is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities.


   

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.