Our ESG Model
After 10 years of management of client wealth within our traditional models we believed the investment philosophy and strategy refined over the decade of these models could be adapted to an ethical investment product. This product uses negative screening on environment, social, and governance (ESG) metrics to identify businesses that consider a greater number of stakeholders when making decisions. These businesses are proven to, in the long run, generate excess returns for investors over companies that do not fare well through these ESG screens.
