Preservation & Income
Objective
& Strategy
PRESERVATION & INCOME
The objective is to generate sustainable income and to preserve capital from a portfolio of income producing assets. The strategy provides a responsible investment solution aligned to clients sustainability preferences.
Resilient Research
& Reporting
SDG ALIGNED
The Preservation & Income strategy is SDG aligned and comprised of SFDR 8 & 9 funds researched by our sustainable investment team with support and external data provided by Mainstreet Partners.
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.
