Ethical investments and ESG

Some clients have very specific requirements for investing ethically. Others might want to actively avoid ethical investments, and there are all shades in between. Some clients are ‘a bit ethical’, maybe because they want to dip their toes, or to add diversification to their portfolios.

Whether you need a broadly ethical investment solution, impact investing, sustainable funds, an active or passive approach, we can help find a suitable solution.

Although ethical investing and Environmental, Social and Governance (ESG) has been a hot topic for years, there’s still a lot of confusion around this area of investing. Some companies are greenwashing, so they can be considered for ethical portfolios. Ethical ratings are inconsistent and proper regulation is long overdue. We feel the landscape of ethical investments will change significantly in the years ahead.

Benefits of investing ethically

Many clients like to feel their money is doing some good in the world, or at least that it’s not supporting ‘bad’ companies or doing harm to the planet or its inhabitants. We think the trend towards ESG investing in particular is going to continue.

With a range of ethical investment funds and portfolios available, as well as bespoke options, there’s a solution out there to meet any ethical requirement.

Case Study

Matching ethical preferences

A case was submitted to us where the adviser had already chosen the investment portfolio they wanted to recommend. The file noted that the client wanted to avoid investing in certain countries and industries. On further investigation, we weren’t able to confirm the portfolio met the requirement.

We referred the adviser to a specialist firm, who were able to help build a bespoke portfolio. Although this came at an additional cost, it met the client’s preferences, which was important to them.

The Argonaut Approach

We provide outsourced paraplanning services with a strong focus on Consumer Duty from end to end.

Need help navigating the ethical investment minefield?
Give us a call or pop us a message.