Like you, we realise that the investments we make today can help make a better tomorrow.

That’s why our investment advisers integrate Environmental Social and Governance (ESG) practices into our investment processes, tailoring their approach to your requirements.

We’re also committed to working with you so that together we can lead the conversation in this rapidly-evolving area, including by providing insights and education.

Environmental, Social and Governance Investing

Environmental, Social and Governance (ESG) is a responsible investment strategy that seeks both financial return and positive change.

The three pillars of ESG investing combine to define what most people would categorise as good business practice.

  • Environmental issues cover how companies interact with the environment
  • Social issues cover companies’ conduct towards their internal and external communities
  • Governance issues cover how companies behave in their business activities

 

ESG integration looks set to become the dominant global strategy in ethical investing. The integration approach involves including Environmental, Social, and Governance (ESG) concerns into a predefined investment strategy, such as an evidence based portfolio.

Eppione want to be at the forefront of this relatively new investment approach. For some time we have been reviewing the strategies and fund managers offering this planning.

We have now selected an evidence based investment to provide this service to our investors. Their investment principles are closely aligned with ours offering low-cost passive portfolios heavily weighted in ESG compliant funds.

Further, they look to reduce ongoing fees as they grow their Funds Under Management.

Our strategies have a diverse range of sustainable investment solutions, each one aiming to improve the world through incorporating Environmental, Social, and Governance (ESG) concerns into their investment decisions.

We believe that ethical investing is the future, and have a carefully crafted range of ESG-Integrated portfolios that seek to offer access to systematic return premiums, whilst pursuing positive social and environmental change, founded on academic research.

The good news is as more of us prefer to invest in companies that are trying to do good, this can also be a successful investment strategy. Many of the activities which are growing and generating profit are also powering the ‘green’ revolution making ESG investing more mainstream.