Responsible investing allows you to consider more than financial performance when deciding where your money is invested.
Our new Guide to Responsible Investing: Building a portfolio with purpose explains how you can reflect your personal values within an investment strategy while remaining focused on your long-term financial objectives.
What is responsible investing?
Responsible investing considers the environmental, social and governance practices of the companies and assets held within an investment portfolio.
However, it is not a single investment approach. Depending on your priorities, it may involve:
- incorporating environmental, social and governance factors into investment decisions
- avoiding particular industries or business activities
- supporting companies with stronger sustainability practices
- investing in organisations seeking to create a measurable positive impact
Each approach has different objectives, limitations and investment considerations.
What does the guide cover?
Our guide explores the main approaches to responsible investing, including ESG integration, ethical investing, sustainable investing and impact investing.
It also considers:
- how responsible investment funds are assessed
- the importance of looking beyond labels and marketing claims
- how your investments can reflect your personal priorities
- the relationship between responsible investing, risk and potential returns
- why diversification remains important
- how responsible investing can fit within your wider financial plan
The aim is to help you better understand the available options and identify the questions to consider before making an investment decision.
Finding an approach that works for you
Responsible investing does not have to mean choosing between your principles and your financial goals. The right approach will depend on what matters to you, your investment timeframe, your attitude to risk and the outcomes you want to achieve.
A financial adviser can help you explore these considerations and build a diversified investment strategy aligned with your wider financial plan.
Read the Guide to Responsible Investing or speak to a Dartington Wealth adviser about creating an investment strategy that reflects your objectives and priorities.
The value of investments can fall as well as rise, and you may not get back the amount originally invested.