Evelyn Partners has a track record over 10 years of ethical and sustainable investment, and we were one of the first to introduce a Sustainable Managed Portfolio Service. We aim to keep our approach as straightforward as possible and let our track record of running ethical and sustainable mandates before they were fashionable do the talking.

Our Sustainable Managed Portfolio Service (SMPS) offers you and your clients a range of risk-rated, diversified managed portfolios. The aim of each portfolio is to achieve, over the long term, an investment return of capital growth via a multi-asset portfolio of investments, demonstrating Environmental, Social, Governance (ESG) and Sustainable characteristics. We also aim to avoid exposure to certain activities  – the main criteria are outlined below:

The United Nations’ (UN) 17 Sustainable Development Goals for 2030, which cover a wide range of issues such as the climate, environment and global poverty, set a clear blueprint for how we achieve a better and more sustainable future for all. It provides businesses and consumers with a useful framework and a number of fund groups, including Evelyn Partners, have been working hard to measure their investment impact relative to the UN’s goals.

One misconception of investing in this sector is that it’s a trade-off between value and ‘values’ – that you have to compromise on your investment returns if you want to align your investments with your morals. At Evelyn Partners we believe that does not have to be the case,  and that companies that demonstrate sustainable business operations and have high ethical standards can make positive long-term investments.

Our Discretionary Portfolio Service and Managed Portfolio Services are all 5-star Defaqto rated.