Positive Change

As Positive Change is part of the Discretionary Portfolio Service (DPS), you will have a dedicated Investment Manager who will actively manage your portfolio, making adjustments depending on market and economic changes, or changes to your circumstances.

Positive Change is a strategy for clients who would like environmental, social and governance (ESG) considerations to be a key driver of investment selection, alongside long-term financial returns.

To build a better and more sustainable world we need companies across industries to have sustainable practices, products and services. Some companies already have this sustainability focus while investor engagement can help push those that don’t to take important steps to improve.

Investment Approach

The strategy combines different approaches to ESG and sustainable investing.  Several sustainable funds are held that favour companies making a positive contribution to the environment and society. Funds are also held that are considering ESG risks and opportunities within their investment approach. Meaningful engagement by fund houses with company management is prioritised over formal exclusions on the basis that you cannot engage with companies that you do not own, but when you own them you can encourage change. While ESG considerations are a key driver of investment selection, a pragmatic approach is taken to give a well-diversified portfolio across asset classes, industries and investment styles.

Examples of investor engagement

  • Executive remuneration
  • Environmental disclosures such as carbon intensity and water usage
  • Social considerations such as working conditions and operating in a safe environment

Research Expertise

The strategy benefits from research insights provided by our dedicated in-house Fund Research team, one of the largest teams in the industry, with eleven analysts specialising in different regions and asset classes. The analysts work alongside the Responsible Investment team. Quilter Cheviot is one of the largest fund buyers in the UK and has unrivalled access to fund managers on a one-to-one basis. Read more about how we integrate ESG into fund selection here.

Responsible Investment

Positive Change is part of Quilter Cheviot’s Responsible Investment offering. As a responsible investor Quilter Cheviot seeks to integrate environmental, social and governance factors into our investment decision making as well as act as a steward of our clients’ assets through our voting and engagement on core holdings. For clients with ESG interests we have three targeted approaches: Positive Change, the Climate Assets Fund or strategy, and
Ethical investment.

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Award-winning Investment Manager

Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017

Winner, Outstanding Achievement – City of London Wealth Management Awards 2016