Sustainable investing and the benefits to you and the environment

Wednesday 22 July, 2020

Sustainable investing is in the news due to the launch of the Make My Money Matter campaign.  Richard Porter our St Albans independent financial adviser reviews how to make your pension fund or investments more sustainable.  

Call our independent financial consultants if you are interested in sustainable investing

If you are interested in ethical investing call our Lonsdale Wealth Management independent financial advisers now on 01727 845500, or complete our booking consultation form and your local financial adviser will call you back.  Our financial advisors offer a free initial financial consultation to discuss your financial requirements. 

What is sustainable investing?

Sustainable investing is a choice that aims to benefit the environment and society. As we face increasing global challenges from poverty, climate change and inequalities, businesses are increasingly under pressure to adapt their practices and outputs to meet society's evolving expectations and needs.

Make My Money Matter

The campaign launched by film director Richard Curtis and former Bank of England governor Mark Carney is recommending anyone with a pension reviews where and how their pension is invested.  According to their website the Make My Money Matter campaign is ‘calling for our money to be invested in building a future we can be proud of, economies we can rely on, and an environment we can thrive in.’

Richard Porter, Independent financial adviser, St Albans, Hertfordshire said:

'As independent financial advisers (IFAs) we have been discussing ethical investing options for many years now when we offer financial advice. We know many of our clients are interested in ethical investing, so there is definitely a place for sustainable investing in a balanced portfolio.  We often find that our clients have an interest in investing in a sustainable and ethical way, it is no great surprise that they have been rewarded for taking this stance when there is a significant trend moving this way with the “Sustainable Investing campaign" and the United Nation’s 17 points sustainable goals (SDGs).’

Lonsdale Wealth Management offer a range of Governed Portfolios with LGT Vestra

Since 2015, the Lonsdale Wealth Management’s range of Governed Portfolios has been managed by LGT Vestra in partnership with Lonsdale Wealth Management.  LGT Vestra, offer a sustainable fund range which includes a cautious, balanced and growth portfolio. The three sustainable model portfolios from LGT Vestra have varying portfolio objectives to suit investors with different risk and reward profiles.  In 2019 we wrote about the LGT Vestra sustainable product range on our website.  For more information read: Mark Slobom, IFA Harpenen, LGT Vestra launches Sustainable Model Portfolio.’

Richard Porter, member of the St Albans financial planning team continued: 

‘Sustainability is a long-term focus for change, and the Make My Money Matter campaign and the general interest surrounding sustainable investing should encourage more ethical fund choices for investors in future.  As the Make My Money Matter campaign rightly points out, if you are working and have a workplace pension you can choose where and how you invest your pension.  If you want to discuss sustainable pension options, please contact your local Lonsdale independent financial adviser or complete our booking consultation form.  If you are a Lonsdale Wealth Management client and want to invest in sustainable funds, please call your Lonsdale independent financial adviser now for more information about your ethical investment choices.’

‘The value of your investments can go down as well as up, so you could get back less than you invested.‘

 

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