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Selection and Review - Ethical and Socially Responsible Investment

Selection & Review

Ethical and Socially Responsible Investment

An increasing number of investors require their investment portfolios to be invested in accordance with ethical or socially responsible policies.

These policies can range from negative screening to eliminate companies that are involved in industries that are considered to be inappropriate by the investor to those that adopt unacceptable social practices.

Some investment managers can provide positive screening, actively engaging with companies. In this manner they seek to encourage company management to act in a socially responsible way either within their companies or externally in the way their activities can influence publicity.

BeesonMaisey will help to identify those investment managers that are able to support a specific ethical and/or socially responsible investment policy in conjunction with meeting a client's other investment objectives.


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Charity Trustees

Since the enactment of the Trustee Act 2000, charity trustees have been required to review their professional advisors on a regular basis.

There is no expectation that this means a change, but it is incumbent on trustees to record that a process exists and is followed.

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A periodic complete reappraisal can be beneficial to the investor and the investment manager.

The investor has the opportunity to consider new investment opportunities and strategies.

The investment manager gains the certainty that the investment strategy is current for the investor's needs and is well articulated.

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Private Wealth

Private Wealth may be invested through a number of structures ranging from personal portfolios to ISAs and PEPs, self-managed pension plans (SIPPS or SSAS), trusts and investment companies.

Families may wish to establish an overarching strategy for all family assets.

More typically different portfolios will develop different investment strategies reflecting the needs of beneficiaries, current tax treatment and tax planning issues.