Is Socially Responsible Investing set to outstrip traditional investment portfolios?
In a recent video interview Daniel James, Director of Client Services at Lloyd & Whyte Financial Services talked to Phoebe Stone, Head of Socially Responsible Investing at LGT Wealth, investment managers for our SRI portfolios. The video takes a concise yet in-depth look at what constitutes a Socially Responsible Investment (SRI) portfolio, how LGT Wealth conducts due diligence around sustainable businesses, and the benefits of SRI from an ethical and fiscal gains perspective.
Topics discussed include:
- How well are SRI portfolios placed for 2023?
- How have SRI portfolios performed?
- What are the threats to SRI portfolios?
- Is SRI rising in popularity or is it still fairly niche to most investors?
- How can our clients know the positive impact their investing is having?
- How do we review where and how we invest?
- Greenwashing: we see companies suddenly rebrand portfolios along green lines. How do we monitor this?
Whether you’re an investor in our SRI portfolios or interested in understanding more about this type of investing, please watch our discussion with Phoebe Stone in the video here:
If you would like to discuss SRI in more detail, or any other matters relating to your financial planning or investment portfolio, please call us to arrange a meeting with your Independent Financial Adviser.
What matters to you, matters to us
- https://www.forbes.com/sites/georgkell/2018/07/11/the-remarkable-rise-of-esg/?sh=6f1ab55e1695
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