Tilney has a history of sustainable investment going back over 10 years. Since 2011 we have also managed a range of ethical and sustainable investment portfolios, which are now available for investment for financial adviser clients. The majority of investments held in these portfolios are included for positive reasons. However, we also aim to avoid investing in companies with products or services that have negative environmental or social impacts.
When looking at ethical and sustainable investments, the sectors we aim to avoid are:
- Alcohol
- Fossil fuels
- Gambling
- Mining
- Pornography
- Tobacco
- Weapons
The sustainability themes that we seek exposure in are:
- Life essentials – affordable housing, healthcare, safety solutions, sustainable food and water management
- Environment – alternative energy, biodiversity, climate change solutions, resource efficiency, sustainable transport
- Economic development and ending poverty – human rights, infrastructure, financial inclusion, digital divide, education and labour
Download our Sustainable Managed Portfolio Service Guide for clients
