ESG Aware Investment Strategies

The team at EWM prides itself on providing ESG Aware investment strategies and recommendations that align with Environmental, Social, and Governance (ESG) principles.

ESG Investment Recommendations: Aligning Growth with Principles

At EWM, we’re committed to customising an investment portfolio that delivers strong performance and reflects your values. Our approach integrates Environmental, Social, and Governance (ESG) criteria, ensuring that your investments contribute to positive change without sacrificing financial returns.

Our ESG Investment Approach: Balancing Impact and Performance

Our ESG investment recommendations are built on three foundational principles:

  1. Investment Objectives and ESG: We aim to meet your investment objectives while staying aligned with the principles of ESG-focused investing. This means achieving financial goals while considering the broader impact of your investments.
  2. Balanced Portfolio Construction: We construct portfolios using a blend of efficient index funds as the core, supplemented by actively managed satellite funds. This strategy allows us to harness the benefits of both approaches while managing overall portfolio risk.
  3. Risk-Return Balance: Managing your portfolio’s total risk is crucial. Our experts carefully balance risk and return drivers to ensure your investments align with your risk tolerance and growth aspirations.

Building Blocks for Sustainable Growth: Your Choices, Your Values

There are three distinct types of investments available:

ESG Assets

These investments are carefully selected using a combination of positive and negative screens, enabling your portfolio to be aligned with sustainability principles.

Neutral Assets

Neutral assets are selected to minimise the risk of exposure to activities that could have a negative ESG impact. These investments are carefully vetted to ensure they meet your values without compromising growth potential.

Non-ESG Assets

While our focus is on ESG-aligned investments, we understand that ESG or Neutral assets may not be available in certain cases. In such instances, we might have to recommend non-ESG assets to ensure you can still meet your investment objectives.

We specifically choose the investments underlying the strategies we recommend to align with your ESG values and achieve your financial goals.  Some clients just prefer to avoid investments that harm our people or planet.  Other clients have more specific requirements.  Our ESG asset selection involves a rigorous process that employs four types of criteria:

  • Screened Investments: Investments must pass stringent exclusionary screens to avoid companies associated with weapons, tobacco, gambling, thermal coal, and nuclear power. Companies can also be excluded if they have a history of being involved in Human Rights violations, slavery, poor labour practices, corruption, environmental pollution, or poor animal welfare.
  • Uplift Investments: Selecting investments that strive for improved environmental, social, and governance characteristics compared to benchmarks or objectives.
  • Thematic Investments: Choosing assets that align with specific environmental or social themes, contributing to long-term sustainability outcomes.
  • Impact Investments: Prioritizing investments that intentionally generate positive, measurable, and additional sustainability outcomes.

Let's Build a Positive Future

At EWM, we’re not just focused on financial growth – we’re dedicated to crafting investment strategies that promote positive change. Ready to embark on a journey that aligns your growth with your principles? Let’s start the conversation today.

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