Impact Investing for Personal and Social Good
Wyatt Loake from Gilbert Stephens Financial Services talks about the momentum of Socially Responsible Investing (SRI).
Recent studies show that investors prefer to invest in schemes whose ‘values align’ with their own. This is not just a passing trend; with the increasingly digitalised investment market and issues reported across the globe within an instant, SRI has become ever more relevant.
The SRI market has changed significantly over recent years. We are increasingly experiencing the integration of environmental, social and governance (ESG) factors into mainstream investment analysis. Furthermore, specific ‘ethical’ and themed options have also changed.
Consequently, increasing number of investors recognise the importance of SRI and ESG considerations as an investment strategy and this fast growing group of potential investors draw on elements of both. Today’s interested investors are larger in number than the early ‘ethical investors’, have a wide range of opinions and often want to invest in forward-looking companies that they believe will achieve decent investment returns.
Responsible investors are seeking advice to navigate the multitude of investment opportunities prudently, for the good of themselves, the environment and others.
As Financial Advisers, it is our task to help our investors pinpoint their financial aims and discover how these interact with their SRI and ESG aspirations. Then we create strategies and make recommendations that can support your personal objectives and ambitions.
For more information and advice about investing to make a positive social impact, get in touch with Wyatt on 01392 346464 or visit the website of Gilbert Stephens Financial Services.