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Overview
Ethical Money's research services enable asset managers and
investors to incorporate extra-financial values in to their
investment portfolios.
Our research and ethical screening services focus more on what
companies do, and rather less on how they do it, as we believe that
this often has the more profound social and environmental impact
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As part of the service, we provide an on-line questionnaire to
enable investors to define their criteria
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Approach
Our research and ethical screening services focus more on what
companies do, and rather less on how they do it, as we believe that
this often has the more profound social and environmental impact. To
this end we provide:
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Exclusion screen
based on avoidance criteria
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Gauge of
investor's attitude toward specific industries
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Identification of
best social and environmental practice within industry sectors
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Listings of
companies providing social and environmental solutions
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Notification of
high social impact investment opportunities
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Ethical profiles
of companies
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Global coverage
Questionnaire
The questionnaire aims to prioritise potentially conflicting values
and also to define your precise preferences. The questionnaire is
designed to be used with investment portfolios of over £250,000 in
value, since you are unlikely to be able to reflect your
requirements in such detail for smaller amounts. If you have investable assets of less than this amount, mainstream ethical funds are likely to be more suitable. Please contact us for details of an experienced advisor.
Please note that Ethical Money is NOT authorised to provide
financial advice and investors are strongly advised to seek
independent financial advice before making an investment.
Ethical Money will not give investment advice to private investors
on the basis of the questionnaire - rather we use the questionnaire
to advise your chosen fund managers on running a suitable investment
portfolio for you.
Download questionnaire
Complete/Update questionnaire on-line
Testimonials
Ethical Money works with a variety of private individuals, financial
advisers and fund managers. Here's what some of them say about us:
'We think that focusing on solutions to social and environmental challenges is the way forward. Ethical Money's wealth of experience and values-based approach, has enabled us to develop innovative new services for our clients and to share extra-financial research across the company'
- Barrie Martin, Investment Director at Smith & Williamson
Ethical Money represents the true spirit of ethical investment and is a highly valued partner helping to provide positive solutions for the needs of engaged investors"
– David Vincent, Director of specialist IFA, Ethical Investments
'We introduced John Fleetwood to our fund manager because we wanted to reflect our values in the management of our money. He shares the same sort of concerns as we do and is therefore able to understand how we would feel about specific companies and to reflect this to our fund manager.'
- Mr R, Personal Investor
Costs &
Conditions
We are highly flexible as regards the method of charging and this
will depend on exactly what is being provided. We can either charge
by way of a fixed annual fee or a percentage of funds under
management.
To discuss the options please contact John Fleetwood on 01539 823
041 or email us.
Related Link:
Ethical Portfolio Management (King & Shaxson)
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