Ethical Investments

Do you know you can influence companies around the world to care about the environment? Are you concerned that your ISA investment may benefit organisations whose activities you disprove of such as gambling, arms manufacture, alcohol or tobacco?

If you are then ethical investment is for you.

Ethical Investment (or Socially Responsible Investment - SRI) is the inclusion of social, ethical and environmental factors into the process of selecting your investments. It enables you to make a financial return but not at any price - why should you have to invest in companies whose activities you disprove of?

Investment strategies

As an ethical investor there are two main strategies you can follow:

Negative - avoiding companies involved in activities you do not approve of, such as armaments manufacture and alcohol
Positive - supporting companies which make positive contributions to society, e.g. by being environmentally friendly or active in community involvement

Some funds actually combine both these approaches, while others go further by using shareholder pressure to bring about changes in company policy. By joining forces with other investors some ethical funds have successfully influenced companies to change their practices.

Ethical investment funds use a screening process to ensure that the companies they invest in are the right ones to meet their ethical policy. This screening will remove companies considered to be ‘negative’ and will encourage investment in ‘positive’ companies

Professional advice

Natural Portfolio Strategies will undertake an ethical profile with you to either screen out unsuitable companies from, or ensure specific ones are included in, your investment portfolio.

Please contact us on 0845 833 0668 to find out how we can help you set up your ethical investment portfolio.

Further information

For a full assessment of your requirements, please complete our detailed information form.