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Our approach to responsible investment

As a client, you can be assured that as we aim to meet your investment objectives, we are acting as a responsible investor on your behalf.

Our Q2 2024 report

Read the insights and research our team have been undertaking in the last quarter.

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At Quilter Cheviot, we have a duty to make sure that we are considering environmental, social and governance issues throughout our investment process and through our engagement with the companies and funds we invest in on behalf of our clients. We believe that being a responsible investor is an important element in working towards a sustainable future for the next generation. As a business that tailors its services to the specific needs of our clients, we strive to meet their responsible investment objectives.
Andrew McGlone Chief Executive

What is responsible investment?

A strategy and practice to incorporate environmental, social and governance (ESG) factors in investment decisions and active ownership.

Source: United Nations backed Principles for Responsible Investment

Explainer video

Responsible investor

Our responsible investment approach includes active ownership (stewardship), ESG integration and ESG screening as well offering more targeted solutions for clients who want their portfolios to reflect specific interests or preferences.

RI Reels

Insights into Quilter Cheviot’s approach to responsible investment, as well as topical issues.

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You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

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Responsible Investment at Quilter Cheviot

At Quilter Cheviot and across Quilter we have adopted the Investment Association’s responsible investment framework. This brochure summarises the three main approaches to responsible investment at an investment firm level.

Responsible Investment at Quilter Cheviot

This financial promotion was approved by Quilter Cheviot Limited on 29 November 2023.

The value of your investments and the income from them can fall and you may not recover what you invested.