FUND MANAGERS UNDERSTAND THE NEED TO INNOVATE. WHEN IT COMES TO ETHICAL PRODUCTS, INVESTORS CONSTANTLY ASK THE SAME QUESTION:

Whats Next?

Sustainable 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.

LEARN MORE ABOUT GLOBAL RETURNS PORTFOLIO LEARN MORE ABOUT MOVING FROM SUSTAINABILITY TO SYMBIOSIS

How it works

Join other innovators in introducing your clients to the Global Returns Portfolio today. Get in touch to learn more and set up a call:

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Clients 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.

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