Launch of Responsible Investment Service on platforms

Today we launched our Responsible Investment Service ‘Advance’ mandate on selected platforms. It is available as a Managed Portfolio Service (MPS) across three risk profiles: Low to Medium risk, Medium risk and Medium to High risk.  

The introduction of the Responsible Investment Service on platforms greatly improves the service’s availability to advisers, providing access for the ever-growing number of investors interesting in investing responsible with Brooks Macdonald.

The Responsible Investment Service was initially launched in October 2018, and is one of the latest offerings from Brooks Macdonald as the firm continues to develop its services to cater for the evolving needs of its client base. Led by Ben Palmer, Head of Responsible Investment Research, the service is integrated within Brooks Macdonald’s well-established centralised investment proposition. The ‘Advance’ strategy actively seeks to invest in funds that provide solutions to sustainability issues, or that have strong corporate policies and outputs relating to ESG (environmental, social and governance) criteria.  

Brooks Macdonald continues to expand its pipeline of growth opportunities through further product proposition development, broadening adviser relationships, and identifying opportunities in new or under-served client segments.

Ben Palmer, Head of the Responsible Investment Research Team, said, “We’re delighted to start the New Year by broadening the availability of our Responsible Investment Service by making it available on platforms. This is an exciting and important area of investment for the future, and we are continuing to evolve our offerings in this sphere.”

Jonathan Webster Smith, Head of Multi Asset Investing added, “We’re pleased to be able to offer further support to advisers by launching our RIS on platforms, which provides a diverse, multi-asset approach to sustainable investment. It combines our core portfolio management and research capabilities with our innovative and forward-thinking approach to investment.”