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Sustainable Investing

The future is worth investing in

We offer a range of sustainable investment solutions to our wealth clients.

Socially responsible investing (SRI) explained

SRI  is the activity that ensures that environmental, social and governance (ESG) factors are given due consideration during the investment process.  It aims to provide good or improving outcomes for all stakeholders, promoting a healthy, safe, clean, and equitable world.  Additionally, as long-term investors, we believe that ESG related factors can have a material impact on the value of investments.   

Our approach to SRI

Davy has managed SRI portfolios since 2011, and we offer discretionary, advisory, and execution-only services to our clients. 

We have dedicated resources in both our investment selection and portfolio construction teams to ensure that we get access to best-in-class SRI investment instruments and that our SRI portfolios are managed to the highest standard.

Their work is overseen by the SRI committee, which includes our Chief Investment Officer, directors from our selection and construction teams, and a director from our client-facing institutional consulting team.  

Our sustainable investment solutions are customised to our client needs.

Sustainable investing image of a tree root in a old forest

Find out more

To find out more about our SRI offering, please click on the relevant link below. 

Institutional

Sustainable and responsible investing for charities and institutions

Institutions image of a business dinner

Private Individual

Personalised sustainable and responsible investment plans

Self Directed

Sustainable and responsible investing through our GPS funds

Sustainability Insights

Read our latest insights