Ethical investing

We fully recognise the importance of avoiding the reputational risk of holding an investment that is contrary to a charity’s aims.

All our clients benefit from a responsible investment approach that recognises that well-managed, sustainable companies are more likely to deliver long-term returns for shareholders. Because every portfolio is tailored for an individual client, we are able to respond to additional specific ethical requirements.

We draw on the Charity Commission’s guidance on responsible investing to assist you in developing a relevant and bespoke ethical policy should this be required.

Before you set your unique investment parameters we can help you assess the potential portfolio impact of any ethical policy and will encourage discussion with trustees to ensure your needs are correctly interpreted and met.

We undertake proprietary research to analyse a company’s sustainability credentials and have a dedicated Responsible Investment Analyst who oversees proxy voting and active engagement with companies.


Read our guide to learn more about how we incorporate sustainability within our investment process.

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

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