ESG Model

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.

The Investment Process

300 Companies
Idea Generation

Thematic research and macroeconomic forecasting.

~170 Companies
Sustainalytics Research

ESG metric screening and proprietary ESG research

~60 Companies
Quantitative Analysis

Modeling metrics, risk forecasts & valuation

~10-30 Companies
Qualitative Analysis

Company research and due diligence

~10-30 Companies
Portfolio Construction

Portfolio diversification and sector tilts

Monitoring Investments

Tracking investment's commitment to ESG.

Our ESG Model Product

VIP Diversified Ethical Portfolio
The portfolio aims to provide investors with a combination of capital growth and income over the medium to long term from investment within a diversified portfolio balanced among growth and defensive assets. Underlying all investments will be a strict environmental, social, and governance (ESG) screen which will work to identify companies which are acting in line with social expectations.
View Portfolio

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