Resilient Personas
Assess Your Preferences
DISCOVER YOUR PERSONA
Traditionally investment managers assess client investment objectives and risk profiles to determine a suitableinvestment strategy, we believe there is an important 3rd factor to consider – your sustainability preferences.
Your sustainability preferences, once assessed, are then aligned to your Resilient Strategy with the thematic equity weightings tilted to match your persona.
Contact Us
START YOUR RESILIENT JOURNEY
Our team of resilient investment professionals would be delighted to hear from you, whether you are an ardent environmentalist, a social impact champion, a trustee or professional wanting to understand how the nature of fiduciary duty is changing or simply out of curiosity.
Our shared knowledge and experience tells us that portfolios can be managed sustainably and that in doing so risks can be mitigated, returns can be generated and wealth can be used to make a meaningful positive impact.
If you’d like to take a first step we would be pleased to conduct a sample carbon review on your existing portfolio.
