We are taking on
The Yorkshire Three Peaks Challenge
- 24 miles, three peaks, 12 hours in aid of The Brain Tumour Charity – please click here
to read our story.
What is Ethical & Sustainable Wealth (E&S)?
As at ?? 2018 there was around Eight Billion pounds (sterling) invested in Ethical and Sustainable funds in the world financial markets and by 2025 this is forecast to reach a staggering ????. So what is E&S Wealth?
​
E&S Wealth is an investment approach whereby we help you invest your money into funds based on a particular ethical, moral or sustainable stance.
What is the difference between Ethical and Sustainable investing?
Ethical investment funds exclude company shares based on the particular screening mandate of a fund. This means that they may, for example, choose to omit all shares in companies that trade, make a profit from the sale of weaponry or are associated with the arms trade.
As an investor this means that you can choose a fund or portfolio of funds based on a particular ethical or moral standing.
Sustainable investment funds choose to invest in companies that have sound corporate governance and either manufacture, support or service a sustainable product and/or have a strong environmental and sustainable approach to running and supporting a business.
A business that manufactures Wind Turbines would be an example of a sustainable and environmental company. There are many more examples.
Can you blend the two investment approaches?
In a word yes! You can choose just ethical funds, only funds with a sustainable business ethos or a blend of the two.
In reality there are an ever increasing number of companies that are both ethical and sustainable minded businesses and an array of funds that mix a blend of such company shares under one roof.
Does an Ethical and Sustainable investment approach actually make money?
This is a frequently asked question. The ggfgfgfgfgfgfgfgfgfgfgfgfgfgf
Where can I find more information on this style of investing?
Please send me details of the next Holistic Ethical & Sustainable Wealth Seminar
To find out more on Ethical & Sustainable investing simply click on the link below and/or register your interest to attend one of our regular seminars:
​
​
​
(by clicking the link you will be taken to the Holistic Ethical & Sustainable Wealth website)
Holistic Ethical & Sustainable Wealth is a trading style of Holistic Finance, which is a subsidiary company The Holistic Consortium group of companies.