Introducing our Investment Proposition
Coinciding with the launch of our new brand image, we would also like to introduce our Investment Proposition. We create portfolios that consist of funds run by distinguished managers within the industry that reflect the financial objectives and ethical values of our clients. Our independence in the market is what allows us to tailor this service to the unique requirements of the investor. This freedom also enables us to access specialist investment opportunities which appeal to ethical investors.
It is important that you always stay true to your beliefs, which is why our central focus when introducing the Investment Proposition is on your ethical motivations without the influence of specific providers. It is for this reason that we seek out opportunities that can be tailored to these values, rather than looking to shoehorn you into something that would feel uncomfortable and may go against your moral inclinations.
The proposition is regularly reviewed and adapted, to optimise both your financial and ethical objectives. In a constantly evolving market, it is important that you work alongside a firm who can facilitate these changes, and will actively react to circumstances on your behalf. The ethos of Investing Ethically is to help you achieve your objectives through our extensive experience and understanding of the market.
Each fund we select within the portfolios is subjected to rigorous analysis, both on ‘harder’ quantitative and ‘softer’ qualitative criteria. We have found that this is the best way to deliver consistently good returns for our investors. You can guarantee that our independent financial advisers will only ever advise on a fund that they have a comprehensive understanding of.
The Investing Ethically Investment Committee formally review all funds on a quarterly basis, to ensure the investments remain appropriate. The committee is comprised of our own advisers, supported by an external compliance consultant. This objectivity brings added value that perfectly complements our advisers’ knowledge of the fund.
The selection process for the Investment Proposition is as follows:
Stage 1
We begin with detailed research, analysis and due diligence. We base this around harder data. In addition to our own research, we also buy in a third-party resource. This comes in the form of a market leading research tool called ‘Financial Express’.
Decisions around constructing the initial strategic asset allocation, and the ongoing tactical changes, are informed by another third-party resource, the ‘Distribution Technology’s Dynamic Planner’.
Stage 2
The softer data is gathered from personal fund manager meetings (both face to face and remote) and attendance of a wide range of industry seminars, meetings and events, including the Personal Finance Society (PFS).
Stage 3
The ethical dimension is developed and updated, thanks to strong relationships with the ethical research teams at each of the fund houses. Meetings with key members of these teams, and membership of the Ethical Investment Association (EIA), is combined with our own research to ensure our knowledge is sufficiently diverse and informed to meet our clients’ needs.
If you would like to find out more about our Investment Proposition, or would like to discuss anything else about our rebrand and existing services, then we would love to hear from you. You can either call us directly on 01603 309020, or email us at info@investing-ethically.co.uk.
