Making positive changes to your investments
We believe that, as a client, you should be able to invest responsibly and in a way that aligns with your views.
More than ever, people are looking for investments that either integrate ESG (environmental, social, and governance) information into the investment process or seek to address the world’s sustainability challenges.
To meet the growing interest in these areas, we have selected solutions with a range of aims, all of which meet our criteria and offer a robust investment approach.
What is ESG investing?
ESG is a framework of key factors organisations and investors use to evaluate and measure the sustainability and ethical impact of a company’s operations.
A common misconception is that ESG investing means sacrificing financial performance. However, ESG processes can support identifying investment risks and opportunities to create a portfolio that reflects your long-term goals. There should be no performance give up for an ESG fund, and investment returns continue to be a big “why” for the Aspire team.
How to take the first step
Your financial planner will need to assess whether you would like your investment choices to take account of any ESG, sustainable or values-based criteria. We can have the conversation about investing sustainably, wherever you sit on the spectrum.
Whatever your views are, we can talk to you about how you might incorporate them into an investment strategy.
If promoting social or environmental change is important to you, please start the conversation.
Two reasons why you could consider investments that incorporate ESG information
Reduce exposure to carbon involvement
With greenhouse gases being the most significant driver of global climate change, reducing the exposure of your money to carbon involvement can be a positive first step.
Reduce exposure to fallout
ESG criteria encourage firms to act ethically, so you might avoid the repercussions of a firm’s value being rocked by its unethical actions. This may leave the value of your portfolio better protected over the long term.
What impact investing can do
Make a difference
By supporting companies actively seeking solutions to unmet environmental needs, you become an integral part in shaping a more responsible and sustainable investment landscape.
Feel good investing
Investing in opportunities geared towards delivering positive environmental and social outcomes offers the potential for long-term financial returns and provides a profound sense of fulfilment.
of clients would recommend us to their friends, family or colleagues
believe that working with us has helped them achieve their financial goals
were satisfied with our understanding of their needs and objectives