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

Download our Accessing SMPS for financial advisers

Download our Guide to Sustainable and Ethical Investing

View our latest Tilney Sustainable Managed Portfolio Service factsheets:

We are a signatory to the United Nations Principles for Responsible Investment (UNPRI)

The PRI works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. The PRI acts in the long-term interests of its signatories, of the financial markets and economies in which they operate and ultimately of the environment and society as a whole.

Defaqto is an independent financial research company specialising in rating, comparing and analysing financial products and funds.