Ethical Investment for clients

What if your investments made sense ethically as well as financially? Investing with P1 gives you the opportunity to make financial choices that help to make the world cleaner, greener and more socially equitable – without sacrificing the chance to generate financial returns.

Money talks – and how you spend it has a big say in what happens on the planet. The same applies to your investment choices. An ethical investment is your chance to stand with the companies that are doing right by the planet, and stand against those that aren’t.

Perhaps you think your investment pot is small. Perhaps you think that you can’t make a meaningful difference on your own. In short, you can. The more people there are making a small difference, the faster it adds up to a big difference.

Let’s be more aware. Let’s be more conscious. Let’s invest for a better future.

What is ethical investment?

Ethical investments are about supporting businesses that are helping to drive positive change in the world and steering clear of those that have a negative impact. That might be environmental change, financial change or social change. Positive change – positive action – is what increasing numbers of people are calling for. And they are increasingly prepared to put their money where their mouth is.

There are businesses out there that believe in total transparency. And they have made it their mission to do their bit to tackle the environmental, ecological and social challenges that are threatening all of us. Then there are the businesses that don’t actively campaign for change, but are improving the world in other ways – for example through gender equality, carbon offsetting or simply working in a way that doesn’t harm society.  In short, ethical investments are about giving your clients a clear opportunity to support those who are supporting the world.

Recycle your plastic, invest in the arms trade

Climate change. Food poverty. Social injustice. As a society we are more alert to the challenges facing the global population than ever before. That’s why you recycle your plastic. You insulate your home. Maybe you have even purchased an electric car. And that’s great. But – without even knowing – you may have money invested in the arms trade. Or palm oil producers. Or fossil fuel manufacturers and deforestation agents.

Social responsibility has never been higher on the agenda. But many people with investment accounts and pension funds are blind to the companies in which they have invested. Unfortunately, investment in companies failing to meet ethical standards is commonplace among fund managers.

What if your investments made sense ethically as well as financially? Investing with P1 gives you the opportunity to make financial choices that help to make the world cleaner, greener and more socially equitable – without sacrificing the chance to generate financial returns.

Because financial ambition shouldn’t cost the Earth.

Does it make financial sense?

There’s a growing clamour for ethical investment. That’s a not a micro-trend or a fad, but the beginning of a sea-change in the status quo that we believe will have a lasting impact on the way investment is made and businesses run.  Of course, a big part of any investment is the opportunity to generate a financial return. As always the value of your investments is not guaranteed and can fall as well as rise, so you may get back less than you originally invested. We believe that the global drive towards environmental stewardship and social awareness will help to generate returns for investors. Past performance however is not an accurate guide to future returns.

Why choose P1 Investment Management?

Lots of businesses talk up their environmental or sustainability ethos. Dig below the marketing speak and it can be hard to find any ethical credentials of substance. We know all too well.

Because our team of research and analysis experts – the head of which has formal qualifications in sustainable and ethical investment – conducts meticulous due diligence on every fund manager we work with. And we don’t put a fund on our panel until we have interviewed them and are happy with their answers. We have also voluntarily appointed an external ethical oversight committee to guide our investment policies, making us one of the only investment managers in the UK to have done so. In a nutshell: you can be sure that ethical investments with P1 really are ethical investments. That’s a promise.

What sort of investor are you?

Whether you are a cautious investor or want the opportunity for higher returns, you can find the right option for your financial ambitions with our tiered range of risk-rated ethical investment portfolios. Alternatively, we can meet you in person with your financial adviser to create a bespoke ethical portfolio if there are certain investments or sectors that you wish to target or avoid.

Ethical Portfolio Service

With P1 you get access to three tiers of risk-rated investment portfolios: cautious, temperate and growth. So whether you are looking for the opportunity for high returns or are a more cautious investor, P1 has an option for you. As always the value of your investments is not guaranteed.

Bespoke Investment Services

If there are specific funds, sectors or industries that you would like to focus on, we can create a bespoke ethical investment portfolio for you. It’s perfect if you want to target – or avoid – specific sectors or investment types. We will even meet you and your financial adviser in-person.

Research

Green. Eco-friendly. Sustainable. They have become marketing terms. That’s why we insist on meticulous due diligence on the companies that enter our portfolios. And we are one of the only investment managers in the UK that has an external ethical oversight committee to guide our ethical policies.

Download our guide to ethical investment

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