ESG Assessments

Helping you save and invest for your future

Environmental, Social, Governance (ESG) Assessments

Our clients are increasingly concerned about climate change, social responsibility and other environmental, social and governance (ESG) related issues, and wanting to align their investments more closely with their values. To help make responsible investment easier, all our multi-asset portfolios now receive two ESG integration assessments from independent research and consultancy firm, Square Mile. 

At a company level – the first assessment measures ESG integration at a company level, this indicates how far along the journey of ESG integration the company is, and how committed it is to future improvement.

At fund level – the second assessment measures ESG at a portfolio level and highlights how much the manager uses ESG as an integrated part of their investment process.

The assessments range from 0 for no ESG integration, to 0+, 1, 1+, 2, 2+ and 3, the top ranking for ESG integration.

Where we can help

  • Make you aware of the ESG ratings of each of the investment solutions we recommend to you from our investment panel.
  • Work with you to understand your ESG requirements, using ESG ratings to help refine the recommendations we make.
  • Work with you to understand how you want the management of your portfolio to reflect ESG factors and your personal values.

If we can’t meet your specific needs and preferences, we can search the wider market on your behalf

A member of Quilter Financial Planning,
an Award Winning National Network of Financial Advisers

Part of Quilter, a FTSE 250 company with £119.9 billion in customer investments (as at 31 March 2021).

Get in touch

We always offer a free, no-obligation initial consultation over the phone or face to face (Covid restrictions allowing) to see if we can help*.

If you’d like to arrange a consultation, or have any questions at all, please get in touch with us on 0141 352 7800
or click on the ‘Contact Us Form’ link below.

*Any work you ask us to carry out as a result of this meeting will be fee based.