“Does your wealth reflect your values?”

This isn’t always an easy question to answer.

We’ve worked alongside leading behavioural scientists and built on the latest sustainability research to develop a tool that helps you uncover and articulate your values.

Through an interactive assessment, we guide you in exploring your attitudes, preferences, and financial needs. This process helps us define your unique — a personalised roadmap that connects your wealth to the change you want to see in the world.

A key part of this journey is understanding how you interpret the . To simplify this, we’ve translated the SDGs into three portfolio themes — sustainable ecosystems, sustainable communities and sustainable world. These themes help us focus your investments where they’ll create the most meaningful impact aligned to your values.

UN Sustainable Development Goals (SDGs)

The United Nations Sustainable Development Goals (UN SDGs) guide our investments and allow you to identify what impact you wish to have on the world. To facilitate this we’ve created three portfolio themes.

Choose a purposeful portfolio

Your ImpactDNA™ is the foundation of your portfolio – one that can pay back to your charity, society and the environment – investments that do well and do good.

Our approach is built around understanding the market and understanding you. We combine a rigorous analysis of the market and the opportunities — via our twin-lens — with a thorough discovery of what matters to you. These are the building blocks of your portfolio.