Sustainability Preferences
Assessing Sustainability Preferences
WHAT'S YOUR INVESTMENT PERSONA?
Traditionally investment managers assess client investment objectives and risk profiles to determine a suitable investment strategy, we believe there is an important 3rd factor to consider – your sustainability preferences.
MEET HULLAD
Hullad (Manx for Owl) is our interactive guide to assessing your sustainability preferences, helping to find a pathway to a portfolio aligned to your investment persona.
By attributing an importance factor to each of our 7 Sustainability Themes you’ll be able discover which of our four personas you are most aligned to.
Your sustainability preferences, once assessed, are then aligned to your Resilient Strategy with the thematic equity weightings tilted to match your persona.
Assessment & Persona
THEMATIC ALIGNMENT
Client preferences are aligned to the 7 Sustainable Themes with an assessment of each theme’s importance to the client, ranging as follows:
– Unimportant (1)
– Neutral (2)
– Fairly Important (3)
– Important (4)
– Critical (5)
Responses are then mapped to a Resilient Persona that have an influence on the thematic equity allocation for the client.
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.