Importantly for us, RI is not just something we’ve happened into in the last three months – rather, it’s what we’ve been practicing for two decades. That level of commitment is a massive differentiator for our business.
We have the in-depth expertise to incorporate ESG smartly – and strategically. Sometimes, there is the perception that it’s all about investing into speculative, high-risk renewable energy companies, and we’ve had clients confide in us about their past experiences when they were pushed outside their comfort level on the risk spectrum.
This couldn’t be further from what we do. In our practice, we’ve always prided ourselves on our comprehensive process, which includes traditional, rigorous investment analysis, followed by an additional ESG layer for which we source proprietary and third-party data. We don’t view RI research as a substitute to conventional investing; instead, our overall goal is to construct a high-quality, balanced portfolio with risk and return characteristics that align with ALL of our clients’ objectives – from both a financial and altruistic perspective. Much of our success can be attributed to our demonstrated ability to build an ESG portfolio that not only provides consistent returns, but also mitigates risk so our clients can achieve peace of mind. There are no shortcuts for us: our investments tick all the boxes, in terms of needs and wants.