If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
Never compromising on quality
We believe that investing responsibly can generate long-term value. Our Responsible Investment Service (RIS) is designed with two key objectives: to offer our investment expertise to help meet clients' financial goals and to meet these by investing responsibly.
Our Responsible Investment Service is integrated into our Centralised Investment Process, so it benefits from our extensive due diligence and monitoring capabilities. Throughout our investment process, we never compromise on quality and integrity.
Why demand is growing
No compromise
In today’s world, we don’t have to compromise. Responsible investing can act as a force for good while also delivering financial objectives.
Evolving regulations
Increasingly, regulation requires a greater focus on sustainability factors throughout the advice and portfolio management process.
Increased demand
More investors are looking to use their capital to help support the creation of a sustainable future, plus there is increasing demand from governments and consumers that companies demonstrate a sustainable approach to their business activities.
Why Brooks Macdonald?
An approach to suit clients
Advance or Avoid. Advance proactively supports positive thinking and forward-looking companies aiming to make the world a better place. Avoid restricts investment into certain sectors.
Four risk levels
You can aim to achieve clients’ goals while choosing the most suitable risk level.
A trusted partner
With 30 years of proven active investing expertise, you can be assured you have a partner with the strengths and resources to help meet clients' responsible investing goals.
Comprehensive support
In addition to regular performance reports, risk and portfolio exposures, we provide a wide range of helpful materials, webinars, and insights to help keep you better informed.
Our strategies: ‘Advance’ or ‘Avoid’
We offer two responsible investment strategies: Advance and Avoid. Both offer an actively managed, multi-asset investment solution that benefits from our investment expertise and oversight.
Advance
Invests in businesses that provide solutions to sustainability issues, or that have strong corporate policies and outputs relating to ESG (Environmental, Social and Governance) criteria.
Avoid
Prevents exposure to companies involved in the production of armaments, tobacco, alcohol, pornography and gambling.
Our insights
Where to start
Interested? Let’s talk
How can we help your clients reach their financial goals? Click the link below.
Contact us
Contact us on
Jersey: +44 (0) 1534 715 555
Guernsey: +44 (0) 1481 815 555
Isle of Man: +44 (0) 1624 831 320,
or email as at [email protected]
