Responsible Investing

At Blevins Franks, we’re committed to sustainable and responsible investing. We believe environmental, social and governance (ESG) considerations should sit alongside traditional assessments as a part of the overall investment considerations when assessing suitability of investments for our clients.

Environmental, Social and Governance (ESG) Issues

To help explain exactly what ESG is, here are some simple definitions:

Environmental

Concerns the impact of a company’s activities on the environment. Positive outcomes include managing resources and executing environmental reporting/disclosure, or avoiding/minimising environmental liabilities, such as climate impact or pollution.

Social

Positive outcomes include increasing health, productivity and morale, or reducing negative outcomes such as high turnover and absenteeism.

Governance

Concerns the way companies are run. Positive outcomes include aligning interests of shareowners and management; improving diversity and accountability; and avoiding unpleasant financial surprises, such as excessive executive remuneration.

We incorporate responsible investing within our advisory services. As part of our client assessment, we will discuss ESG preferences to ensure that the most appropriate and suitable investment solutions are recommended.

We offer a specific range of investment solutions that take a more active approach to investing via companies and initiatives that have particular environmental and sustainable goals at their core.

As part of our commitment to sustainable and responsible investing, we have considered ways in which we can successfully integrate sustainability investment solutions within our investment advisory process. We believe that we have done so fairly and objectively in full alignment with our clients’ ESG preferences, our remuneration policy and our internal governance framework.

See more about our investment planning services

Our ESG Commitment

We incorporate responsible investing within our advisory services. As part of our client assessment, we will discuss ESG preferences to ensure that the most appropriate and suitable investment solutions are recommended.

We offer a specific range of investment solutions that take a more active approach to investing via companies and initiatives that have particular environmental and sustainable goals at their core.

As part of our commitment to sustainable and responsible investing, we have considered ways in which we can successfully integrate sustainability investment solutions within our investment advisory process. We believe that we have done so fairly and objectively in full alignment with our clients’ ESG preferences, our remuneration policy and our internal governance framework.

See more about our investment planning services
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