The ESG report delivers a comprehensive overview, including an ESG ratings summary, an analysis of controversy distribution, and details on the portfolio’s largest holdings. The summary details encompass the ESG score, Controversies Score, Combined Score, the share of portfolio companies with an ESG score, and a breakdown by ESG pillars. A bar chart depicting controversy distribution showcases the controversies score relative to the position weight (%) within the portfolio. Additionally, the report highlights the top 10 holdings, along with their respective ESG scores, and identifies the highest and lowest ESG performers.

The Impact Dashboard empowers you to critically assess your portfolio, enabling you to align your investments with corporations that share your ethical outlook. Select the Impact Values and ESG (Environmental, Social, Governance) criteria—such as Racial Equality and No Animal Testing—that resonate with you. The dashboard then evaluates and rates your portfolio’s conformity with these chosen principles.

It provides insights into:

• The degree of alignment each investment has with your responsible investing objectives.
• The performance of each Impact Value you’ve identified as crucial, including the contribution of specific companies to these value ratings.
• The identification of companies implicated in practices contrary to your ethical standards.
• The proportion of your portfolio evaluated using Impact data for calculating your Portfolio Impact grade.

This “Impact Lens,” customizable to your preferences and goals, offers a transparent view of how closely the values of the companies in your portfolio match your own, with the flexibility to adjust these benchmarks as your priorities evolve.

We provide expertly managed ESG (Environmental, Social, Governance) and Sustainable Investing Accounts, catering to investors who aim to effect positive environmental and social change through their investment choices. By allocating capital into companies, organizations, and funds committed to ethical practices, we strive to produce tangible social and environmental benefits in tandem with financial gains. This investment strategy not only supports the growth of businesses dedicated to solving pressing global challenges but also offers investors the opportunity to contribute meaningfully to societal and ecological well-being. Through these investments, we channel necessary resources towards addressing critical issues, thereby fostering a sustainable future while achieving competitive financial returns for our clients.