We work with you to provide your clients with an impact focused discretionary fund management service via our Sustainable Impact Model Portfolio Service (SIMPS). The portfolios aim to achieve capital appreciation whilst reducing investment risk by diversifying across asset classes and geographies.
Our strategy is based on actively managed asset allocations across equities, fixed income and cash.
We invest in fund managers who are aligned with our impact philosophy seeking businesses that avoid controversies, are well run and solving global challenges such as environmental degradation, healthcare, education, financial inclusion to name a few.
Watch our monthly impact insights where we look at what drove SIMPS performance last month and delve into the adviser question of the month.
If you have a question you would like answered, please email it to firstname.lastname@example.org.