Ethical investment is something that many of our clients feel strongly about. Whether it be through negative or positive screening, here at Co-Navigate we provide bespoke financial planning, tailored to your needs.
Ethical investing has historically meant excluding companies that are involved in industries deemed to have a negative impact on society such as gambling, tobacco, pornography and alcohol. This is known as “negative screening”.
More recently funds have been developed to promote “positive screening” where companies aim to meet a certain set of criteria and have a positive impact on society. For example ethical employment practices, environmental conservation.
In addition to positive or negative screening, investment managers are increasingly using their influence to encourage companies to improve their working practices, or using more sustainable resources. This is often referred to as Engagement investing and is the fastest growing sector of ethical investments.
We have a deep conviction in offering a bespoke ethical financial planning solution, whereby we align your investments with your ethical and environmental values.