This is the future of innovative wealth management
partner with usSustainable investing alone is not the answer. Investors often view ESG labels as a gateway to greenwash. Many of the climate solutions they expect your funds to deliver fall beyond the reach of even the most effective ESG. We know what's next. We are redefining competitive fund management with a simple complement to any existing sustainable fund.
Our innovation is the Global Returns Portfolio: the first selection of diverse, effective and scalable not-for-profits tackling climate change, curated by experts. We've made it easy to embed the Portfolio into the fee structure or revenue of any
sustainable fund.
Survey after survey tells us the same thing: demand is soaring for investment strategies that take climate change seriously. But clients also know that ESG is unreliable. Research increasingly finds that the majority of sustainable
investments fail to deliver actual environmental benefits.
ESG also faces a more fundamental flaw. Even the most effective sustainable investing cannot sue polluters, protect rainforests or defend carbon-
sequestering whales. The best not-for-profit organisations tackle these and other crucial, non-market climate challenges. They impress clients with real and meaningful results.
Join other innovators in introducing your clients to the Global Returns Portfolio today. Get in touch to learn more and set up a call:
contact usClients who make an annual contribution to the Portfolio receive detailed six-monthly impact reports, along with their advisers. Participating advisers decide which of their clients to approach about the Global Returns Portfolio. Calculating an annual contribution to the Portfolio is entirely up to the client. Most clients start at an annual contribution of 0.25% of savings and investments. Contributions made by UK taxpayers may be eligible for Gift Aid and tax efficient.