We are able to screen out sectors and companies that you wish to exclude from your portfolio.
Your dedicated Quilter Cheviot investment manager will construct a portfolio in line with your ethical priorities taking into account both social and environmental concerns.
We are well versed in integrating ethical policies into our investment process. In order to complement our investment managers’ knowledge in this area we employ an independent specialist firm (Ethical Screening) to screen the securities researched by our analysts and advise which ones should be excluded given their exposure to sectors or activities which clients wish to avoid.
These restrictions are loaded onto our dealing system to ensure on-going compliance with these exclusions. We are able to screen all direct holdings (fixed income and equities) in order to ensure that your ethical values are incorporated into the management of the portfolio. Additionally we believe the management of what you substitute these excluded activities or companies with, is also important in ensuring that you do not take significant, unintended risks by way, for example, of increased concentration in certain sectors.
Come and see us so we can start working to get you closer to your personal financial goals.
A wider perspective on events and pressures affecting global politics and economics. We look at events of the last month and our expectations for the next.
Enjoy articles and infographics from our expert research team, as they discuss their predictions and the rationale behind their investment picks this month.