Ethical investment management
Over recent years there have been a number of investment houses who have focused on delivering ethical investment choice due to a growing demand from consumers.
What are ethical investments?
Sometimes known as responsible investments, sustainable investment and socially responsible investments (SRI), ethical investment managers follow various social, environmental and other ethical factors when managing an ethical fund.
An ethical fund is a way of pooling money together from different investors and managing this in one single fund. This is then invested by the fund manager in the stock market or other forms of investments. The first ethical investment fund was launched by Friends Provident in 1984, their Stewardship Fund. There are now over 75 ethical funds available in the UK.
How we can help you?
As part of our investment management service, Bartholomew Hawkins offers a range of ethical investment portfolios. These portfolios are tailored to your agreed level of risk and constructed using only ethical funds.
These portfolios are available in most tax wrappers including Individual Savings Accounts (ISAs), pensions, trust investments or held as a direct investment.
We review the portfolios annually and if required we will make recommendations to change any underperforming funds.
For more information about this service please contact our team.