Ethical Investments

Advantage Wealth Management provides independent financial planning advice to those who would like to combine their investment needs and personal values when investing money.

Historically, most funds were heavily invested in the big hitters of the fossil fuel, mining and manufacturing industries. Optimising your returns was often at odds with pursuing an investment strategy that would support socially or environmentally beneficial initiatives. Over the past few years, however, we have been observing a shift in the markets. Oil and mining industry investments are seeing declining returns while the opposite is true for ‘positive impact’ companies. This is being driven, in part, by the investors themselves.

ESG: Environmental, Social and Governance

Ethical Investing, also known as sustainable or socially responsible investing, is the process of incorporating environmental, social and governance (ESG) factors into investment decisions. Individuals who choose to invest ethically choose to invest in companies, organisations and funds with the purpose of generating measurable social and environmental impact alongside financial return. Sectors from innovations in energy generation and climate change mitigation enterprises to improved health care, clean water and sanitation, more efficient transportation and community development provide an abundance of opportunity for ethical investment growth.

Fund Managers today have more funds available at their disposal than most global governing bodies. The reality is that they exert a powerful influence over business policies and practices. The significant growth potential of the ethical enterprise sector coupled with investor appetite for ethical opportunities is driving huge investment in positive impact companies.

Initially, ethical investing negatively screened companies and industries, which often led investors to sacrifice returns for value-aligned investment choices. In recent years, however, investors have used positive screening of ESG risk factors to create a modern ‘best-in-class’ investment approach that generates performance that is in line with - and often exceeds - market benchmarks.

For a number of years now Advantage Wealth Management has been identifying ethical investment options for our clients and we think you will be pleasantly surprised at the returns you can achieve with these. We provide our clients the benefit of investing into high performing funds that invest in companies that have a positive effect on the world.

Ethical Investment offer more than just profits. Please get in touch with us so that we can discuss the many ways in which you can make a positive impact with your investments.