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.
You can discover more detail about how Davy approach Responsible Investment in our Responsible Investment policy here. In addition to our Responsible Investment Policy, you will find more on our reporting under the Sustainable Finance Disclosure Regulation here.
Find out more
To find out more about our SRI offering, please click on the relevant link below.
