Our ESG portfolio service
Aiming to generate performance while benefitting society
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.
Our ESG portfolios are designed to:
- Aim to deliver consistent, inflation-adjusted real returns
- Give your clients access to our global investment ideas and research
- Offer your clients the flexibility to choose the parameters of their ESG portfolio to suit their needs and preferences
- Be supported and protected by our robust and disciplined investment process
- Be managed by an accessible and dedicated CGWM team.
Canaccord Genuity Wealth Management was one of the first top 10 independent UK wealth managers to offer an ESG Portfolio Service that allows clients to align their investments more closely with their own values. By investing with us, your clients will be investing not only for their own futures, but for the future of the environment and society.
Why invest in ESG funds?
The service we offer your clients gives them the opportunity to make a difference with their investments.
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 seven to ten 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.
Read more of our ESG content
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
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
Meet our ESG investment experts
If you would like to know more about our ESG Portfolio Service, please get in touch. We will be delighted to give you more details.
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.