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Sustainable & ESG Investing

The future is worth investing in

We believe that financial returns and the planet’s well-being can and should go hand-in-hand. With over a decade of experience in ESG investing, we manage responsible investment portfolios and are a signatory to the UN Principles for Responsible Investment.

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What is responsible investing?

Responsible investing, often referred to as ESG investing, 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.

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Our responsible investing approach

Davy has managed responsible or socially responsible investment (SRI) portfolios since 2011, including portfolios focused on ESG investing. We off er discretionary, advisory, and execution-only services to our clients. Our investment selection and portfolio construction teams have dedicated resources to ensure access to best-in-class SRI instruments and management to the highest standards.

Please visit our fund collateral page view all related fund documentation.

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Responsible investment policy

We are a signatory to the United Nations Principles for Responsible Investment (PRI), the world’s leading proponent of responsible investment. The PRI mission is based on the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation, and that such a system will reward long-term, responsible investment and benefit the environment and society. We share this belief. The Davy Private Clients responsible investment policy sets out how our investment approach aligns with the PRI mission.

 

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