client login

Socially Responsible Investing

Investing for financial gain and doing good do not have to be mutually exclusive concepts. We offer investors a range of portfolios to allow them to express their social and sustainable preferences with their investments.

Individuals generally have three major ways of expressing their social and sustainability preferences.

Socially Responsible
For those investors wishing to express their social and sustainability preferences with their investments we offer a range of Socially Responsible Investing portfolios.

Socially Responsible Investing or SRI is the broad term for an investment approach which seeks to consider investments delivering both a financial return and a social benefit. With an SRI approach the investment managers take a proactive role in ensuring each company they invest into acts responsibly on a range of environmental, social or governance (ESG) issues.

Socially Responsible
Each of our nine SRI model portfolios emphasise environmental sustainability while targeting higher expected returns, by employing the following principles:
  • Systematically evaluate company sustainability metrics across all major industries
  • Emphasise investment in companies acting in more environmentally sound ways than their industry counterparts
  • Exclude or underweight companies based on other key environmental and social considerations, while maintaining broad diversification
  • Employ a disciplined investment process that results in highly diversified and low-cost portfolios, and is targeted at the long-term drivers of higher expected return
If you would like more details about our Socially Responsible Investment portfolio construction process and filters, please speak to one of our advisers.
Information Pack
Info Pack Download
Contact Us
  • Talk To Our Specialists:
As the leader of Cambridge Partners’ Institutional Advice division, Jacob works with organisations to design, implement, and manage risk-appropriate investment portfolios.
Find Out More

Jacob Wolt

Financial Adviser &
Managing Partner
CFPcm, AFA, AIF, BSc
Paul began his working life at the Bank of New Zealand before progressing into the Private Bank/Investment division. He has a BCom from UC, and an Associateship Diploma from Trinity College, London.
Find Out More

Paul Choi

Financial Adviser
BCom, AFA
Jim has a broad range of experience in advising private clients and consulting to large institutional pension funds. He is a qualified Actuary, Chartered Financial Analyst, as well as being a Chartered Financial Planner and a Fellow of the UK’s Personal Finance Society.
Find Out More

James Smith

Business Manager
FIA, CERA, CFA, FRM, FPFS, AIFA, BSc
investment advisory
investment advisory

Speak with one of our Socially Responsible Investing specialists

We offer a no obligation review of your situation.

Schedule a Call
Cambridge Partners Financial Advisers
© All Rights Reserved 2020
Website by Xava Digital
Top

Download Our Info Pack

Enter your details and we'll email the pack to you.

Send

Schedule A Call

Choose a date and time for your phone call with a Cambridge Partners' adviser. We will call you on the number you provide.


Please choose a time at least 2 hours from now.

Select service*
Select a date and time*
Please choose a time at least 2 hours from now
Name*
Email*
Phone Number*
To ensure we're prepared for your call, please provide any relevant details about your situation, and what you are looking for.

Send a message

We'll get back to you as soon as possible

Send